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DHJJ FINANCIAL ADVISORS

184 Shuman Boulevard
Suite 200
Naperville, Illinois 60563
Tel: 630-420-1360

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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 4 offices throughout the country.

DHJJ FINANCIAL ADVISORS is a Naperville, Illinois based Financial Planning firm with nearly $543,508,327 assets under management, offering retirement planning & investment advisory services to 1366 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#107034
SEC#801-42639
Assets Managed by Firm$543,508,327
No. of Clients1366
No. of Advisors10

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Other (PORTFOLIO MANAGEMENT FOR PROFIT SHARING PLANS & PENSION PLANS)

Firm Client Information

No. of ClientsAUM
Firm Total1366$543,508,327
Individuals (other than high net worth individuals)177$59,861,109
High net worth individuals197$448,415,939
Pension and profit sharing plans16$34,512,778
Corporations or other businessesFewer than 5 clients$718,501

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