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DHJJ FINANCIAL ADVISORS
DHJJ FINANCIAL ADVISORS, LTD.
CRD 107034 · SEC 801-42639
184 SHUMAN BOULEVARD, SUITE 200, NAPERVILLE, IL, 60563, United States
Phone
630-420-1360
Fax
630-420-1463
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$623.4M
Discretionary AUM
$598.4M
Team
11 total employees; 8 advisory reps; 5 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPORTFOLIO MANAGEMENT FOR PROFIT SHARING PLANS & PENSION PLANS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 183 | $42.5M |
| High net worth individuals | 216 | $543.9M |
| Pension/profit sharing plans | 32 | $34.1M |
States served
AZ, CO, IL, IN, MI, WI, TX, FL
All web addresses on file
- HTTP://WWW.DHJJFINANCIAL.COM
- HTTPS://WWW.LINKEDIN.COM/COMPANY/15216168/
- HTTPS://X.COM/DHJJWEALTH
- https://www.linkedin.com/in/passionateadvisor/
- https://www.linkedin.com/in/kathybyrnedhjj/
- https://www.linkedin.com/in/katelyn-wright-cfp%C2%AE-895897125/
- https://www.linkedin.com/in/cammycorso/
- https://www.linkedin.com/in/paul-minta-cpa-cfp%C2%AE-7769757/
- https://www.instagram.com/dhjj_financial/
- https://www.linkedin.com/in/dana-anderson-cpa-cfp%C2%AE-063936163/
- https://www.facebook.com/profile.php?id=61581374294831
Official SEC filing: View on IAPD