DILLON & ASSOCIATES INC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities85%
- Cash & Cash Equivalents7%
- Public Funds/Mutual Funds6%
- US Government Bonds2%
Owners & executives
2 of 2ERIC GRASSE
Chief Compliance OfficerCRD 4938899
JEFFREY DILLON
President, CEOCRD 4519496
Contacts
2 of 2Matthew Johnson
Research AnalystCRD 8153619
VICKIE DILLON
SecretaryCRD 5923776
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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