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 an independent registered investment adviser organized as a corporation and operating under individual ownership. The firm has been SEC-registered since 1988 and advises both individual and family clients as well as institutional accounts. Its advisory work centers on portfolio management for individuals and small businesses and it also provides pension consulting services. Fee arrangements include asset-based fees and flat-fee engagements. The firm does not identify as an active ESG investor and is not positioned as a multi-state or newly formed adviser.
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
- 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
3 of 3
Matthew Johnson
Research AnalystCRD 8153619
Vickie Dillon
SecretaryCRD 5923776
Easton Oliver
Account AdministratorCRD 8246532
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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