D
CRD: 118132
Dessonville Financial Group Incorporated
Omaha, NE
4022102620
$83.7M Total AUM
$30.7M Disc. AUM
-- 3Y CAGR
2 Employees
68 ADV. Clients
32 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-19-1994
- Office Locations
- 1
Office Locations
-- Omaha NE
About Dessonville Financial Group Incorporated
Dessonville Financial Group Incorporated is a Omaha-based RIA. The firm has been operating for 32 years. Managing $83.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
63 AVG AGE
$41.8M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
32.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
32yrs Firm Age
Insights
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Asset Classes
Oak beacon Crest alpha
Client Personas
Legacy radial
Investment Themes
Focus matrix Frontier Frontier summit
Investment Vehicles
Pathway
Services
Prime capital Peak Pathway glacier Foundation unison Beacon Glacier peak
Owner & Executives
L
LOREN EDWARD DESSONVILLE
Chief Compliance Officer, Investment Advisor, President
- CRD
- #2410807
- Ownership
- 75% or more
(589) 662-2405
prime.horizon@embercapital.com
in linkedin.com/in/vital-delta
K
KEITH VAUGHN SCHMIDT
VICE PRESIDENT
- CRD
- #1128840
- Ownership
- 5% but less than 10%
(500) 845-5956
matrix.signal@signalcapital.com
in linkedin.com/in/optima-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,662,829 | -- |
| Non-Discretionary | $53,019,965 | -- |
| Total | $83,682,794 | -- |
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Separately Managed Accounts
Total SMA Asset: $83,682,794
Public Funds:
45.6% Equity - Exchange:
23.0% Cash:
17.4% Equity - OTC:
14.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,385,060,592 | 45.6% |
| Equity - Exchange | $698,605,123 | 23.0% |
| Cash | $528,509,963 | 17.4% |
| Equity - OTC | $425,237,900 | 14.0% |
| Total | $3,037,413,578 | 100.0% |