Dhjj Financial Advisors
Firm details
- Headquarters
- Naperville, Illinois
- CRD number
- 107034
- Registered since
- November 13, 1992
- Website
- dhjjfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.24%
- Individuals6.82%
- Pension & Profit Sharing Plans5.46%
- Corporations / Businesses0.47%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Dhjj Financial Advisors is an independent registered investment adviser structured as a corporation and owned by an individual. The firm is SEC-registered (registration in 1992) and serves both individual & family clients and institutional investors. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include AUM-based fees, hourly charges, and fixed-fee engagements. The firm does not position itself as an active ESG investor and is not identified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Exchange Traded Equities5%
- Cash & Cash Equivalents4%
- Other4%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 842Active vs passive
$342M in ETFs
63%
$217M
29%
$125M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $40.6M | 54,855 | 11.86% |
Location
Naperville, IL
Du Page
Location
Naperville, IL
Headquartered in Naperville, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Du Page
- Address
- 184 Shuman Blvd
- Time zone
- CT (UTC-6)
- Office locations
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