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Dixon Financial Services Inc

● SEC registered since 1992CRD 107166SEC# 801-40910
Export (members)
Reg. AUM
$914.4M
Employees
4
Accounts
318
Location

Dixon Financial Services Inc assets under management

Dixon Financial Services Inc operates as an SEC-registered investment adviser. The firm has been registered since 1992. It reports $914.4 million in regulatory assets under management and employs 4 people.

Dixon Financial Services Inc owners & executives

2 reported
NameTitleOwnershipSince
Michael Alan Dixon ControlDirector/PresidentOver 75%1990
Wayne Thomas Freeman ControlChief Compliance OfficerUnder 5%2004

Frequently asked questions

How much does Dixon Financial Services Inc manage?

Dixon Financial Services Inc reports $914.4 million in regulatory assets under management on its Form ADV.

How many employees does Dixon Financial Services Inc have?

Dixon Financial Services Inc reports 4 employees.

Does Dixon Financial Services Inc disclose fund performance?

Dixon Financial Services Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone925-283-3104
Fax925-283-3524
Office hoursOffice Meetings By Appointment
SEC regionSan Francisco Regional Office (SFRO)
CIK884195
Discloses disciplinary historyNo

Assets under management

Discretionary$801.7M
Non-discretionary$112.7M
Total (RAUM)$914.4M