Kurt Robert Palos
Investment adviser representative at Saxony Capital Management, LLC
14 yearsExperience
1 stateRegistered in
$367.9MFirm assets
18 yearsFirm in business
Are you Kurt Robert Palos? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Saxony Capital Management, LLCJan 2014 to now
- Saxony Securities Inc.May 2012 to now
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (MO).
Saxony Capital Management, LLC
Legal name: Saxony Capital Management LLC.
$367.9MAssets managed
762Clients
43Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6063745
- Firm CRD
- 122692