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DIBENEDETTO & ASSOCIATES LTD

4920 Forest Hills Road
Loves Park, Illinois 61111
Tel: 815-654-8850

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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 StatusApproved
Firm CRD#108092
SEC#801-55322
Assets Managed by Firm$254,133,884
No. of Clients623
No. of Advisors3

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 ClientsAUM
Firm Total623$254,133,884
Individuals (other than high net worth individuals)230$33,759,606
High net worth individuals77$170,727,193
Pension and profit sharing plans9$49,647,085

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