DILLON & ASSOCIATES INC

RIASEC RegisteredEst. 1988
Total AUM
$916M
Discretionary
$164M
18% of AUM
Avg account
$952K
Accounts
963
Employees
8
Advisory reps
4

Firm details

Headquarters
JACKSON, Michigan
CRD number
104662
Registered since
March 4, 1988
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI49.44%
  • Individuals36.06%
  • Pension & Profit Sharing Plans9.5%
  • Charitable Organizations5%
Services
Portfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Dillon & Associates Inc is a privately owned corporate RIA that has been SEC-registered since 1988. The firm serves both individual/family and institutional clients and lists portfolio management for individuals and small businesses, plus pension consulting, among its advisory activities. Its billing mixes asset-based fees with fixed-fee arrangements. The ADV indicates Dillon & Associates does not characterize itself as an ESG-focused manager and operates under a single-state registration profile.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 85%, Cash & Cash Equivalents 7%, Public Funds/Mutual Funds 6%, US Government Bonds 2%85%
  • Exchange Traded Equities85%
  • Cash & Cash Equivalents7%
  • Public Funds/Mutual Funds6%
  • US Government Bonds2%

Owners & executives

2 of 2
  • ERIC GRASSE

    Chief Compliance OfficerCRD 4938899

  • JEFFREY DILLON

    President, CEOCRD 4519496

Contacts

2 of 2
  • Matthew Johnson

    Research AnalystCRD 8153619

  • VICKIE DILLON

    SecretaryCRD 5923776

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

JACKSON, MI

JACKSON

Location

JACKSON, MI

Headquartered in JACKSON, MI, in the Midwest of the United States.

Region
Midwest
County
JACKSON
Address
2585 Spg Arbor Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth