DILLOW WEALTH MANAGEMENT LLC

One Lincoln Centre, 18w140 Butterfield Road
Suite 1110
Oakbrook Terrace, Illinois 60181
Tel: 224-330-9662

About DILLOW WEALTH MANAGEMENT LLC

DILLOW WEALTH MANAGEMENT LLC, formally registered with the SEC as DILLOW WEALTH MANAGEMENT LLC. The firm was established in 03/31/2021. They have over 1 offices throughout the country.

DILLOW WEALTH MANAGEMENT LLC is a Oakbrook Terrace, Illinois based Financial Planning firm with nearly $221,000,000 assets under management, offering retirement planning & investment advisory services to 143 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	313192
SEC#	801-120686
Assets Managed by Firm	$221,000,000
No. of Clients	143
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	143	$221,000,000
Individuals (other than high net worth individuals)	13	$3,100,000
High net worth individuals	11	$75,500,000
Pension and profit sharing plans	Fewer than 5 clients	$3,600,000
Charitable organizations	Fewer than 5 clients	$400,000

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