|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Dibenedetto & Associates Ltd
✚
|
|
|---|---|
| CRD # | 108092 |
| SEC # | 801-55322 |
| CIK # | |
| AUM | $312.5 M (2025-03-19) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 815-654-8850 |
| Address | 4920 Forest Hills Road Loves Park, IL 61111 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 235 | 41.5 |
| (b) Individuals (high net worth individuals) | 83 | 223.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 47.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 644 | 312.5 |
| By Discretionary | ||
| Discretionary | 637 | 299.6 |
| Non-Discretionary | 7 | 12.9 |
| Total | 644 | 312.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 312.5 | |
| Total | 644 | 312.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Guardian Investment Management LLC
✚
|
CA | 0.3 |
|
Consilium Wealth Advisory LLC
✚
|
TX | 0.3 |
|
Pflug Koory LLC
✚
|
NE | 0.3 |
|
Unique Wealth Strategies
✚
|
IL | 0.3 |
|
Financial Planning Solutions LLC
✚
|
MA | 0.3 |
|
Hudson Advisor Services Inc
✚
|
NY | 0.3 |
|
Transcendent Capital Group LLC
✚
|
OK | 0.3 |
|
Family Wealth Partners LLC
✚
|
NC | 0.3 |
|
Proathlete Wealth Management LLC
✚
|
FL | 0.3 |
|
Life Planning Partners Inc
✚
|
FL | 0.3 |