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DESSONVILLE FINANCIAL GROUP INCORPORATED

CRD 118132

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

— (—)

Source

State registered

Total AUM

$83.7M

Discretionary AUM

$30.7M

Team

2 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-25

Disciplinary history

No

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  • SEC IAPD →

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Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals38$13.3M
High net worth individuals30$70.4M

Official SEC filing: View on IAPD