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DIXON FINANCIAL SERVICES
DIXON FINANCIAL SERVICES INC
CRD 107166 · SEC 801-40910
AZ, United States
Phone
925-283-3104
Fax
925-283-3524
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.09B
Discretionary AUM
$957.9M
Team
4 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 178 | $67.1M |
| High net worth individuals | 154 | $997.1M |
| Charitable organizations | 2 | $18.4M |
| Corporations/business entities | 1 | $4.3M |
States served
AZ, CA, NV, NY, WA, TX
All web addresses on file
Official SEC filing: View on IAPD