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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| DHJJ Financial Advisors Ltd
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|---|---|
| CRD # | 107034 |
| SEC # | 801-42639 |
| CIK # | 0001844716 |
| AUM | $543.5 M (2025-07-16) |
| Employees | 10 (80% Investors, 0% Brokers) |
| Phone | 630-420-1360 |
| Address | 184 Shuman Boulevard Naperville, IL 60563 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.3 | ||
| Caterpillar Inc | 1.9 | ||
| United Parcel Service Inc | 1.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 177 | 59.9 |
| (b) Individuals (high net worth individuals) | 197 | 448.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 34.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,366 | 543.5 |
| By Discretionary | ||
| Discretionary | 1,323 | 521.2 |
| Non-Discretionary | 43 | 22.3 |
| Total | 1,366 | 543.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 543.5 | |
| Total | 1,366 | 543.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001844716] |
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|---|---|---|
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✚
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0.5 | |
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Lafise Global Advisors LLC
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FL | 0.5 |
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Firethorn Wealth Partners LLC
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Strengthening Families & Communities LLC
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Virtus Family Office LLC
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TX | 0.5 |
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NJ | 0.5 |
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Palumbo Wealth Management LLC
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