WIXON FINANCIAL SERVICES CORPORATION
Legal name: WIXON ADVISORS, INC.
CRD #115306 SEC #801-123771 MAPLE GROVE, MN 763-543-1819
SEC Registered
Total AUM
$108.6M
Discretionary
$95.7M
Employees
3
Clients
0
Accounts
118
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $108.6M | $95.7M | $12.9M | 3 | 0 |
| Feb 2024 | $108.6M | $95.7M | $12.9M | 3 | 0 |
| Feb 2023 | $91.6M | $78.3M | $13.4M | 3 | 0 |
| Oct 2022 | $111.8M | $96.6M | $15.3M | 3 | 0 |
| Apr 2022 | $111.8M | $96.6M | $15.3M | 3 | 0 |
| Apr 2022 | $111.8M | $96.6M | $15.3M | 3 | 0 |
| Mar 2022 | $111.8M | $96.6M | $15.3M | 3 | 0 |
| Jun 2012 | $40.5M | $0 | $40.5M | 1 | 26 |
| Apr 2012 | $40.5M | $0 | $40.5M | 1 | 26 |
| Mar 2012 | $40.5M | $0 | $40.5M | 1 | 26 |
| Mar 2012 | $40.5M | $0 | $40.5M | 1 | 26 |
| Nov 2011 | $42.7M | $0 | $42.7M | 1 | 26 |
| Aug 2010 | $35.2M | $0 | $35.2M | 5 | -- |
| Jul 2010 | $35.2M | $0 | $35.2M | 5 | -- |
DateMar 2024
Total AUM$108.6M
Discretionary$95.7M
Non-Disc.$12.9M
Employees3
Clients0
DateFeb 2024
Total AUM$108.6M
Discretionary$95.7M
Non-Disc.$12.9M
Employees3
Clients0
DateFeb 2023
Total AUM$91.6M
Discretionary$78.3M
Non-Disc.$13.4M
Employees3
Clients0
DateOct 2022
Total AUM$111.8M
Discretionary$96.6M
Non-Disc.$15.3M
Employees3
Clients0
DateApr 2022
Total AUM$111.8M
Discretionary$96.6M
Non-Disc.$15.3M
Employees3
Clients0
DateApr 2022
Total AUM$111.8M
Discretionary$96.6M
Non-Disc.$15.3M
Employees3
Clients0
DateMar 2022
Total AUM$111.8M
Discretionary$96.6M
Non-Disc.$15.3M
Employees3
Clients0
DateJun 2012
Total AUM$40.5M
Discretionary$0
Non-Disc.$40.5M
Employees1
Clients26
DateApr 2012
Total AUM$40.5M
Discretionary$0
Non-Disc.$40.5M
Employees1
Clients26
DateMar 2012
Total AUM$40.5M
Discretionary$0
Non-Disc.$40.5M
Employees1
Clients26
DateMar 2012
Total AUM$40.5M
Discretionary$0
Non-Disc.$40.5M
Employees1
Clients26
DateNov 2011
Total AUM$42.7M
Discretionary$0
Non-Disc.$42.7M
Employees1
Clients26
DateAug 2010
Total AUM$35.2M
Discretionary$0
Non-Disc.$35.2M
Employees5
Clients--
DateJul 2010
Total AUM$35.2M
Discretionary$0
Non-Disc.$35.2M
Employees5
Clients--