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Building 2DIXON FINANCIAL SERVICES

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Phone925-283-3104
NotebookSEC #801-40910
Total AUM
$1.1B
Employees
4
Clients
335

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
OFFICE MEETINGS BY APPOINTMENT
MONDAY - FRIDAY 8AM TO 5PM
Phone
925-283-3104

ReceiptFinancials

Total AUM
$1.1B
Accounts
335
Discretionary
$957.9M
Accounts
333
Non-Discretionary
$129M
Accounts
2

ContactClients

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Individual Clients
178
AUM
$67.1M
HNW Individual Clients
154
AUM
$997.1M
Charitable Organization Clients
2
AUM
$18.4M
Corporation or Business Clients
1
AUM
$4.3M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANVNYTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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