Dixon Hughes Goodman Wealth Advisors LLC
- Assets, Funds, Holdings
| Dixon Hughes Goodman Wealth Advisors LLC
|
| CRD # | 109279 |
| SEC # | 801-58035 |
| CIK # | 0001906545 |
| AUM |
|
| Employees |
38 (61% Investors, 0% Brokers)
|
| Phone | 828-236-5801 |
| Address | 500 Ridgefield Court, Suite 100
Asheville, NC 28806 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn]
|
|
Total AUM ($B)
|
|
|
| Holdings by Sector ($M) |
|
|
| AUM Breakdown |
Accounts |
AUM ($B) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
1,585
|
0.4 |
| (b) Individuals (high net worth individuals) |
634
|
1.5 |
| (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 |
24 |
0.0 |
| (h) Charitable organizations |
13 |
0.0 |
| (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 |
19 |
0.2 |
| (n) Other |
0 |
0.0 |
| Total |
5,168 |
2.2 |
| By Discretionary |
| Discretionary |
5,164 |
2.2 |
| Non-Discretionary |
4 |
0.0 |
| Total |
5,168 |
2.2 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
2.2 |
| Total |
5,168 |
2.2 |
| Firm Profile (Form ADV) |
| Discretionary AUM | $1.2B |
| Clients | 218 |
| Serves | Institutional, Retail, Research |
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