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| Dillow Wealth Management LLC
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| |
|---|---|
| CRD # | 313192 |
| SEC # | 801-120686 |
| CIK # | |
| AUM | $168.6 MM (2024-03-22) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 224-330-9662 |
| Address | One Lincoln Centre, 18W140 Butterfield Road Oakbrook Terrace, IL 60181 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2 | 1.0 |
| (b) Individuals (high net worth individuals) | 11 | 80.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 3 | 84.5 |
| (g) Pension and profit sharing plans | 0 | 2.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 144 | 168.6 |
| By Discretionary | ||
| Discretionary | 114 | 80.1 |
| Non-Discretionary | 30 | 88.5 |
| Total | 144 | 168.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 168.6 | |
| Total | 144 | 168.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wilen Investment Management Corp
✚
|
FL | 0.2 |
|
Summit Portfolio Management LLC
✚
|
NV | 0.2 |
|
Paladini Financial Advisors LLC
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|
TX | 0.2 |
|
Deseranno Corporation
✚
|
MI | 0.2 |
|
Valley Brook Capital Group Inc
✚
|
PA | 0.2 |
|
Springwater Wealth Management LLC
✚
|
OR | 0.2 |
|
Integrated Financial Solutions Inc
✚
|
VA | 0.2 |
|
Flying Point Financial Inc
✚
|
MA | 0.2 |
|
Ballast Asset Management LP
✚
|
TX | 0.2 |
|
Banyan Global Investment Advisors LLC
✚
|
FL | 0.2 |