RIA Intel›Advisers›Nebraska›DESSONVILLE FINANCIAL GROUP INCORPORATED

DESSONVILLE FINANCIAL GROUP INCORPORATED

Advisory

NE

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in NE

#104

of 134 advisers by AUM

Average account

$481K

across 174 accounts

AUM per adviser

$42M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$84M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$84M

Discretionary AUM$31M

Non-Discretionary AUM$53M

Discretionary %36.6%

Total Clients68

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIA, NE

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

68 clients

30 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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