Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > michigan > jackson > DILLON & ASSOCIATES INC
DILLON & ASSOCIATES INC
2585 Spring Arbor Road
Jackson, Michigan 49203
Tel: 517-796-7090
About DILLON & ASSOCIATES INC
DILLON & ASSOCIATES INC, formally registered with the SEC as DILLON & ASSOCIATES INC. The firm was established in 03/04/1988. They have over 1 offices throughout the country.
DILLON & ASSOCIATES INC is a Jackson, Michigan based Financial Planning firm with nearly $656,462,311 assets under management, offering retirement planning & investment advisory services to 810 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104662 |
| SEC# | 801-31572 |
| Assets Managed by Firm | $656,462,311 |
| No. of Clients | 810 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 810 | $656,462,311 |
| Individuals (other than high net worth individuals) | 285 | $259,472,055 |
| High net worth individuals | 32 | $296,302,504 |
| Pension and profit sharing plans | 14 | $67,074,444 |
| Charitable organizations | 8 | $33,613,308 |
More Retirement Planning firms in Jackson, Michigan:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
| $20,526,058,796 | 17010 | 134 | |
| $20,209,044,347 | 85 | 74 | |
| $15,029,547,343 | 412 | 15 | |
| $11,989,880,000 | 105 | 31 |
Explore More Retirement Advisors in Jackson, Michigan