← Back to searchVisit website
DILLON & ASSOCIATES INC
CRD 104662 · SEC 801-31572
2585 SPRING ARBOR ROAD, JACKSON, MI, 49203, United States
Phone
517-796-7090
Fax
517-796-7093
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$916.4M
Discretionary AUM
$164.2M
Team
8 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-29
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 328 | $330.5M |
| High net worth individuals | 40 | $453.1M |
| Pension/profit sharing plans | 17 | $87.1M |
| Charitable organizations | 9 | $45.8M |
States served
CA, MI, OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD