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Building 2DILLON & ASSOCIATES INC

Map pinJACKSON, MI
Phone517-796-7090
NotebookSEC #801-31572
Total AUM
$916.4M
Employees
8
Clients
394

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2585 SPRING ARBOR ROAD
JACKSON
MI 49203
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
517-796-7090

ReceiptFinancials

Total AUM
$916.4M
Accounts
963
Discretionary
$164.2M
Accounts
125
Non-Discretionary
$752.2M
Accounts
838

ContactClients

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Individual Clients
328
AUM
$330.5M
HNW Individual Clients
40
AUM
$453.1M
Pension/Profit Sharing Plan Clients
17
AUM
$87.1M
Charitable Organization Clients
9
AUM
$45.8M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMIOHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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