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Naperville, Illinois
$364.4 million AUM
2 offices

DHJJ Financial Advisors is based in Naperville, Illinois and has $364.4 million in assets under management.

Location
184 Shuman Boulevard
Suite 200
Naperville, IL 60563
$364.4 million
AUM
11
Employees
AUM Share
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$364,380,720
Assets under management
341 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 191 $66,226,338 18% $346,735
High net worth individuals 138 $285,663,776 78% $2,070,027
Pension and profit sharing plans 5 $11,252,017 3% $2,250,403
Other corporations or businesses 7 $1,238,589 0% $176,941
Employees Share
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11
Employees
9
Investment analysts
82% of total employees
AUM per employee Share
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$364,380,720
Assets under management
$33,125,520
AUM per employee
$40,486,747
AUM per investment analyst
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Compensation

DHJJ Financial Advisors makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
  • Commissions
Services offered

DHJJ Financial Advisors provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Portfolio management for profit sharing plans & pension plans
Business activities
  • Insurance broker or agent
Firm data Share
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CRD number 107,034
SEC number 801-42639
Legal structure Corporation
Legal governance Illinois, United States
Latest ADV filing date March 20, 2020

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