Dillon & Associates Inc

RIASEC Registered

Total AUM

$916M

Discretionary

$164M

18% of AUM

Avg account

$952K

Accounts

963

Employees

Advisory reps

Firm details

Headquarters: Jackson, Michigan
CRD number: 104662
Registered since: March 4, 1988
Website: www.dillon-assoc.com
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 an independent registered investment adviser that has been SEC-registered since 1988. The firm is owned by an individual and serves both individual & family clients and institutional clients. Its advisory services emphasize portfolio management for individuals and small businesses and include pension consulting services. Fee arrangements include both a percentage-of-AUM schedule and fixed fees. The firm reports it is not an active ESG investor and is not structured as a capital allocator.