|
⚲
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| DHJJ Financial Advisors Ltd
✚
| |
|---|---|
| CRD # | 107034 |
| SEC # | 801-42639 |
| CIK # | 0001844716 |
| AUM | $463.9 MM (2024-02-22) |
| Employees | 10 (80% Investors, 0% Brokers) |
| Phone | 630-420-1360 |
| Address | 184 Shuman Boulevard Naperville, IL 60563 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| UPS | 157,208.0 | 2.3 | |
| AAPL | 2,382,844.0 | 2.1 | |
| CAT | 99,975.7 | 1.7 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 154 | 25.1 |
| (b) Individuals (high net worth individuals) | 200 | 412.5 |
| (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 | 11 | 25.6 |
| (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 | 1,319 | 463.9 |
| By Discretionary | ||
| Discretionary | 1,279 | 449.8 |
| Non-Discretionary | 40 | 14.1 |
| Total | 1,319 | 463.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 463.9 | |
| Total | 1,319 | 463.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001844716] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Monetary Management Group Inc
✚
|
MO | 0.5 |
|
Palisade Investments LLC
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|
NV | 0.5 |
|
Grand Jean Capital Management Inc
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CA | 0.5 |
|
Wedgewood Partners Inc
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MO | 0.5 |
|
RL Evans Co Inc
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WA | 0.5 |
|
Sandbox Financial Partners LLC
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|
MD | 0.5 |
|
Compound Family Offices LLC
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|
FL | 0.5 |
|
Collaborative Wealth Management Inc
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|
FL | 0.5 |
|
Howard Bailey Securities LLC
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|
IN | 0.5 |
|
5th Street Advisors LLC
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|
CT | 0.5 |