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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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