Investment adviser · CRD 115306
WIXON ADVISORS, INC.
Investment adviser filing (IA)
WIXON FINANCIAL SERVICES CORPORATION
MAPLE GROVE, MN, United States · Form ADV filed Mar 7, 2024
- Regulatory AUM
- $109M Form ADV · Item 5.F
- Client accounts
- 118 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 33 | $65,263,289 | 60.1% |
| Individuals | 81 | $30,405,742 | 28.0% |
| Retirement plans | Fewer than 5 | $12,900,559 | 11.9% |
Filing source
Form ADV 1840101 · Mar 7, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 7, 2024. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Fixed · Commissions
Principal office
6439 SYCAMORE COURT NORTHMAPLE GROVE, MN, 55369, United States
CRD 115306
Filing source
Form ADV 1840101 · Mar 7, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.