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| Dillon & Associates Inc
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|---|---|
| CRD # | 104662 |
| SEC # | 801-31572 |
| CIK # | 0001054425 |
| AUM | 916.4 M (2026-06-30) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 517-796-7090 |
| Address | 2585 Spring Arbor Road Jackson, MI 49203 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Salesforce Com Inc | 6.2 | ||
| Johnson & Johnson | 5.7 | ||
| J P Morgan Chase & Co | 4.6 | ||
| Hansen Natural Corp | 4.2 | ||
| Netflix Inc | 3.9 | ||
| Home Depot Inc | 3.6 | ||
| PepsiCo Inc | 3.6 | ||
| Paychex Inc | 3.5 | ||
| Regeneron Pharmaceuticals Inc | 3.4 | ||
| McDonalds Corp | 2.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 328 | 330.5 |
| (b) Individuals (high net worth individuals) | 40 | 453.1 |
| (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 | 17 | 87.1 |
| (h) Charitable organizations | 9 | 45.8 |
| (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 | 963 | 916.4 |
| By Discretionary | ||
| Discretionary | 125 | 164.2 |
| Non-Discretionary | 838 | 752.2 |
| Total | 963 | 916.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 916.4 | |
| Total | 963 | 916.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001054425] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
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