DHJJ FINANCIAL ADVISORS

Overview

Dhjj Financial Advisors is an independent, SEC‑registered registered investment adviser that serves both individual/family and institutional clients. The firm runs a traditional advisory practice focused on financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include percentage of AUM, hourly charges and fixed fees, and the firm does not act as a capital allocator or operate pooled private funds; instead, it relies on third‑party managers and external product solutions. Investment activity shows a clear tilt toward public funds and ETFs, with a large multisector exposure assembled from many individual positions. The firm’s posture is implementation‑driven: using mutual funds and ETFs to build core exposure while layering specific stock positions and selected alternative allocations for diversification and return enhancement. Pension consulting and smaller institutional relationships suggest the firm structures both discretionary and advisory mandates across varying liquidity and governance needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices