|
⚲
|
| Dillon & Associates Inc
✚
| |
|---|---|
| CRD # | 104662 |
| SEC # | 801-31572 |
| CIK # | 0001054425 |
| AUM | $656.5 MM (2024-03-29) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 517-796-7090 |
| Address | 2585 Spring Arbor Road Jackson, MI 49203 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| NVDA | 399,550.0 | 0.1 | |
| AAPL | 2,382,844.0 | 0.1 | |
| NVO | 245,328.6 | 0.0 | |
| GOOGL | 1,475,138.5 | 0.0 | |
| V | 419,260.5 | 0.0 | |
| SYK | 74,798.9 | 0.0 | |
| ABT | 187,298.3 | 0.0 | |
| LOW | 111,668.6 | 0.0 | |
| ADP | 89,423.0 | 0.0 | |
| PANW | 49,011.6 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 285 | 259.5 |
| (b) Individuals (high net worth individuals) | 32 | 296.3 |
| (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 | 14 | 67.1 |
| (h) Charitable organizations | 8 | 33.6 |
| (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 | 810 | 656.5 |
| By Discretionary | ||
| Discretionary | 100 | 77.7 |
| Non-Discretionary | 710 | 578.8 |
| Total | 810 | 656.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 656.5 | |
| Total | 810 | 656.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001054425] |
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