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 that provides financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm charges clients through a mix of percentage-of-assets, hourly, and fixed-fee arrangements and serves both individual/family and institutional clients. It does not position itself as a capital allocator, is not registered as a multi-state adviser, and is not identified as an active ESG investor.
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%
Contacts
3 of 13
Edwin Brooks
Agency PrincipalCRD 4352570
Paul Minta
Agency PrincipalCRD 2775222
Rebecca Maquet
Managing Director and PrincipalCRD 5647857
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 835Active vs passive
$342M in ETFs
66%
$225M
27%
$117M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $40.8M | 55,467 | 11.94% |
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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