Overview
Assets Under Management: $544 million
Headquarters: NAPERVILLE, IL
High-Net-Worth Clients: 197
Average Client Assets: $2 million
Frequently Asked Questions
DHJJ FINANCIAL ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107034), DHJJ FINANCIAL ADVISORS is subject to fiduciary duty under federal law.
DHJJ FINANCIAL ADVISORS is headquartered in NAPERVILLE, IL.
DHJJ FINANCIAL ADVISORS serves 197 high-net-worth clients according to their SEC filing dated November 11, 2025. View client details ↓
According to their SEC Form ADV, DHJJ FINANCIAL ADVISORS offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
DHJJ FINANCIAL ADVISORS manages $544 million in client assets according to their SEC filing dated November 11, 2025.
According to their SEC Form ADV, DHJJ FINANCIAL ADVISORS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 197
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.50
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,366
Discretionary Accounts: 1,323
Non-Discretionary Accounts: 43
Regulatory Filings
CRD Number: 107034
Filing ID: 2023536
Last Filing Date: 2025-11-11 16:59:27
Website: 3