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DIBENEDETTO & ASSOCIATES LTD
4920 Forest Hills Road
Loves Park, Illinois 61111
Tel: 815-654-8850
About DIBENEDETTO & ASSOCIATES LTD
DIBENEDETTO & ASSOCIATES LTD, formally registered with the SEC as DIBENEDETTO & ASSOCIATES LTD. The firm was established in 02/02/1998. They have over 1 offices throughout the country.
DIBENEDETTO & ASSOCIATES LTD is a Loves Park, Illinois based Financial Planning firm with nearly $254,133,884 assets under management, offering retirement planning & investment advisory services to 623 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108092 |
| SEC# | 801-55322 |
| Assets Managed by Firm | $254,133,884 |
| No. of Clients | 623 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 623 | $254,133,884 |
| Individuals (other than high net worth individuals) | 230 | $33,759,606 |
| High net worth individuals | 77 | $170,727,193 |
| Pension and profit sharing plans | 9 | $49,647,085 |
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