Dixon Financial Services Inc
● SEC registered since 1992CRD 107166SEC# 801-40910
Reg. AUM
$1.09B
Employees
4
Accounts
335
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 $1.1 billion in regulatory assets under management and employs 4 people.
Dixon Financial Services Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Alan Dixon Control | Director/President | Over 75% | 1990 |
| Wayne Thomas Freeman Control | Chief Compliance Officer | Under 5% | 2004 |
Frequently asked questions
How much does Dixon Financial Services Inc manage?
Dixon Financial Services Inc reports $1.1 billion 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
| Phone | 925-283-3104 |
| Fax | 925-283-3524 |
| Office hours | Office Meetings By Appointment |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 884195 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.09B▲ 19%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$1.09Bregulatory AUM
Discretionary $957.9MNon-discretionary $129M