Overview
Assets Under Management: $914 million
High-Net-Worth Clients: 134
Average Client Assets: $6 million
Frequently Asked Questions
DIXON FINANCIAL SERVICES INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107166), DIXON FINANCIAL SERVICES INC is subject to fiduciary duty under federal law.
DIXON FINANCIAL SERVICES INC serves 134 high-net-worth clients according to their SEC filing dated February 06, 2025. View client details ↓
According to their SEC Form ADV, DIXON FINANCIAL SERVICES INC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
DIXON FINANCIAL SERVICES INC manages $914 million in client assets according to their SEC filing dated February 06, 2025.
According to their SEC Form ADV, DIXON FINANCIAL SERVICES INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 134
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.64
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 318
Discretionary Accounts: 316
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 107166
Last Filing Date: 2025-02-06 00:00:00
Website: https://dfsinc.com