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Building 2DIBENEDETTO & ASSOCIATES LTD

Map pinLOVES PARK, IL
Phone815-654-8850
NotebookSEC #801-55322
Total AUM
$333.1M
Employees
3
Clients
321

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4920 FOREST HILLS ROAD
LOVES PARK
IL 61111
United States
Operating Hours
8AM TO 4:30PM
Monday - Friday
Phone
815-654-8850

ReceiptFinancials

Total AUM
$333.1M
Accounts
640
Discretionary
$309.4M
Accounts
632
Non-Discretionary
$23.7M
Accounts
8

ContactClients

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Individual Clients
225
AUM
$46.4M
HNW Individual Clients
89
AUM
$235.9M
Pension/Profit Sharing Plan Clients
7
AUM
$50.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILTX

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

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