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Home > Retirement Planners > illinois > naperville > DHJJ FINANCIAL ADVISORS
DHJJ FINANCIAL ADVISORS
184 Shuman Boulevard
Suite 200
Naperville, Illinois 60563
Tel: 630-420-1360
About DHJJ FINANCIAL ADVISORS
DHJJ FINANCIAL ADVISORS, formally registered with the SEC as DHJJ FINANCIAL ADVISORS. The firm was established in 11/13/1992. They have over 2 offices throughout the country.
DHJJ FINANCIAL ADVISORS is a Naperville, Illinois based Financial Planning firm with nearly $402,216,159 assets under management, offering retirement planning & investment advisory services to 383 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 107034 |
| SEC# | 801-42639 |
| Assets Managed by Firm | $402,216,159 |
| No. of Clients | 383 |
| No. of Advisors | 12 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 383 | $402,216,159 |
| Individuals (other than high net worth individuals) | 206 | $48,754,054 |
| High net worth individuals | 162 | $327,058,350 |
| Pension and profit sharing plans | 13 | $25,821,793 |
| Corporations or other businesses | 2 | $581,962 |
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