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Building 2DIXON HUGHES GOODMAN WEALTH ADVISORS LLC

Map pinASHEVILLE, NC
Phone828-236-5801
NotebookSEC #801-58035
Total AUM
$2.2B
Employees
38
Clients
2,276

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 RIDGEFIELD COURT, SUITE 100
SUITE 100
ASHEVILLE
NC 28806
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
828-236-5801
Other Offices
16

ReceiptFinancials

Total AUM
$2.2B
Accounts
5,168
Discretionary
$2.2B
Accounts
5,164
Non-Discretionary
$14.6M
Accounts
4

ContactClients

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Individual Clients
1,585
AUM
$436.2M
HNW Individual Clients
634
AUM
$1.5B
Pension/Profit Sharing Plan Clients
24
AUM
$6.5M
Charitable Organization Clients
13
AUM
$31.2M
Corporation or Business Clients
19
AUM
$202.1M
Other Clients
1
AUM
$98.9K
Description of Other Clients
EDUCATIONAL TRUSTS

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCADCFLGAILINKYLAMDMIMOMSNCNYOHORPASCTNTXVAWAWV

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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