|
⚲
|
| DHJJ Financial Advisors Ltd
✚
|
|
|---|---|
| CRD # | 107034 |
| SEC # | 801-42639 |
| CIK # | 0001844716 |
| AUM | $623.4 M (2026-03-23) |
| Employees | 11 (73% Investors, 0% Brokers) |
| Phone | 630-420-1360 |
| Address | 184 Shuman Boulevard Naperville, IL 60563 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.9 | ||
| Caterpillar Inc | 3.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 183 | 42.5 |
| (b) Individuals (high net worth individuals) | 216 | 543.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 32 | 34.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,413 | 623.4 |
| By Discretionary | ||
| Discretionary | 1,349 | 598.4 |
| Non-Discretionary | 64 | 25.0 |
| Total | 1,413 | 623.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 623.4 | |
| Total | 1,413 | 623.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001844716] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealth Dimensions Family Office Inc
✚
|
OH | 0.6 |
|
Rialto Wealth Management LLC
✚
|
NY | 0.6 |
|
Impact Capital Partners LLC
✚
|
CO | 0.6 |
|
Brave Asset Management Inc
✚
|
NJ | 0.6 |
|
Riverview Capital Advisers LLC
✚
|
MA | 0.6 |
|
Hill Island Financial LLC
✚
|
MI | 0.6 |
|
Sherrill & Hutchins Financial Advisory Inc
✚
|
GA | 0.6 |
|
Kelly Financial Services LLC
✚
|
MA | 0.6 |
|
HOGE Financial Services LLC
✚
|
PA | 0.6 |
|
Aviso Wealth Management
✚
|
WA | 0.6 |