Overview
Assets Under Management: $1.6 billion
Headquarters: ASHEVILLE, NC
High-Net-Worth Clients: 1,448
Average Client Assets: $0.7 million
Frequently Asked Questions
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC 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 #109279), DIXON HUGHES GOODMAN WEALTH ADVISORS LLC is subject to fiduciary duty under federal law.
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC is headquartered in ASHEVILLE, NC.
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC serves 1,448 high-net-worth clients according to their SEC filing dated August 24, 2018. View client details ↓
According to their SEC Form ADV, DIXON HUGHES GOODMAN WEALTH ADVISORS LLC offers financial planning and portfolio management for individuals. View all service details ↓
DIXON HUGHES GOODMAN WEALTH ADVISORS LLC manages $1.6 billion in client assets according to their SEC filing dated August 24, 2018.
According to their SEC Form ADV, DIXON HUGHES GOODMAN WEALTH ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 1,448
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.28%
Average Client Assets: $0.7 million
Total Client Accounts: 4,614
Discretionary Accounts: 4,603
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 109279
Filing ID: 1233393
Last Filing Date: 2018-08-24 16:35:00