Overview
Assets Under Management: $544 million
Headquarters: NAPERVILLE, IL
High-Net-Worth Clients: 197
Average Client Assets: $2 million
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
Last Filing Date: 2025-02-16 00:00:00
Website: https://dhjj.com