Alpine Saxon Woods
Alpine Saxon Woods is an SEC-registered wealth manager in Purchase, NY with $669.6M assets under management (AUM, regulatory AUM), -2% over one year. See who owns Alpine Saxon Woods: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 109686, SEC 801-56910, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $669.6M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Purchase, NY
- Employees
- 12
- Clients
- 158
- CRD
- 109686
- Ownership
- KLEPACKI, LORRAINE, MARIE; ALPINE WOODS, L.P.; CHAN, VICTOR, WEN; SIEMBAB, HELEN; LIEBER, STEPHEN, ANDREW
How much AUM does Alpine Saxon Woods have?
Alpine Saxon Woods reported $669.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Alpine Saxon Woods?
Disclosed owners and executives of Alpine Saxon Woods include KLEPACKI, LORRAINE, MARIE, ALPINE WOODS, L.P., CHAN, VICTOR, WEN, SIEMBAB, HELEN, LIEBER, STEPHEN, ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.