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| Happy Holidays!! thanks for using AUM13F!! |
| Dixon Financial Services Inc
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| CRD # | 107166 |
| SEC # | 801-40910 |
| CIK # | 0000884195, 0001909993 |
| AUM | $914.4 M (2025-02-06) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 925-283-3104 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Amazon Com Inc | 3.6 | ||
| Apple Inc | 3.4 | ||
| Microsoft Corp | 2.6 | ||
| J P Morgan Chase & Co | 2.2 | ||
| Primerica Inc | 1.3 | ||
| Chevron Corp | 0.9 | ||
| Nvidia Corp | 0.9 | ||
| CVS Caremark Corp | 0.4 | ||
| Amgen Inc | 0.4 | ||
| McKesson Corp | 0.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 180 | 67.9 |
| (b) Individuals (high net worth individuals) | 134 | 828.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 15.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 318 | 914.4 |
| By Discretionary | ||
| Discretionary | 316 | 801.7 |
| Non-Discretionary | 2 | 112.7 |
| Total | 318 | 914.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 914.1 | |
| Total | 318 | 914.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001909993] |
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|---|---|---|
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NV | 1.1 |
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WI | 1.1 |
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Beacon Capital Management LLC
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TN | 1.1 |
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McIlrath & Eck LLC
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WA | 1.1 |
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American Financial Advisors Inc
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FL | 1.0 |
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Baron Silver Stevens Financial Advisors LLC
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FL | 1.0 |
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Richard Young Associates Ltd
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GA | 1.0 |
|
KUHN Advisors Inc
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NC | 0.8 |
|
JP King Advisors Inc
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|
CA | 0.7 |
|
NorthStar Asset Management Inc
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|
MA | 0.7 |