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Dixon and Company Wealth Management
DIXON AND COMPANY WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in WINSTON SALEM, NC. The firm manages $61 million in regulatory assets on a...
Dixon and Company Wealth Management
DIXON AND COMPANY WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in WINSTON SALEM, NC. The firm manages $61 million in regulatory assets on a discretionary basis. It has 4 employees and 3 investment advisers.
General information
Firm type
Wealth Management Firm
Location
Region
North America
Frequently asked questions
What services does Dixon and Company Wealth Management offer?
Dixon and Company Wealth Management provides fee-based wealth management as a registered investment advisor. Its services likely encompass financial planning, portfolio management, and retirement planning, though specific offerings are not detailed in public sources.
Who owns Dixon and Company Wealth Management?
Ownership details are not publicly disclosed. The firm may be privately held by its founding principals, but no ownership structure or beneficiary information is available in public filings.
What is the minimum investment threshold for Dixon and Company?
No minimum investment figure has been published. As a wealth management RIA, the firm likely targets high-net-worth clients but specific thresholds are unknown.
Does Dixon and Company manage assets as a family office?
The firm is registered as an RIA and presents as a wealth management practice, not a formal family office. It may serve family-office clients but does not disclose a single-family-office structure.
What regulatory body oversees Dixon and Company?
As an RIA, Dixon and Company is registered with the SEC or a state securities regulator. Specific registration details are not publicly confirmed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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