Overview
Assets Under Management: $109 million
Headquarters: MAPLE GROVE, MN
High-Net-Worth Clients: 33
Average Client Assets: $2.0 million
Frequently Asked Questions
WIXON ADVISORS, 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 #115306), WIXON ADVISORS, INC. is subject to fiduciary duty under federal law.
WIXON ADVISORS, INC. is headquartered in MAPLE GROVE, MN.
WIXON ADVISORS, INC. serves 33 high-net-worth clients according to their SEC filing dated March 07, 2024. View client details ↓
According to their SEC Form ADV, WIXON ADVISORS, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
WIXON ADVISORS, INC. manages $109 million in client assets according to their SEC filing dated March 07, 2024.
According to their SEC Form ADV, WIXON ADVISORS, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 33
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.11%
Average Client Assets: $2.0 million
Total Client Accounts: 118
Discretionary Accounts: 114
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 115306
Filing ID: 1840101
Last Filing Date: 2024-03-07 13:09:00