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Building 2DHJJ FINANCIAL ADVISORS

Map pinNAPERVILLE, IL
Phone630-420-1360
NotebookSEC #801-42639
Total AUM
$623.4M
Employees
11
Clients
432

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
184 SHUMAN BOULEVARD
SUITE 200
NAPERVILLE
IL 60563
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
630-420-1360
Other Offices
8

ReceiptFinancials

Total AUM
$623.4M
Accounts
1,413
Discretionary
$598.4M
Accounts
1,349
Non-Discretionary
$25M
Accounts
64

ContactClients

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Individual Clients
183
AUM
$42.5M
HNW Individual Clients
216
AUM
$543.9M
Pension/Profit Sharing Plan Clients
32
AUM
$34.1M
Corporation or Business Clients
1
AUM
$2.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
PORTFOLIO MANAGEMENT FOR PROFIT SHARING PLANS & PENSION PLANS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOFLILINMITXWI

HandshakeAffiliates

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

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