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DIBENEDETTO & ASSOCIATES LTD
CRD 108092 · SEC 801-55322
4920 FOREST HILLS ROAD, LOVES PARK, IL, 61111, United States
Phone
815-654-8850
Fax
815-654-8795
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$333.1M
Discretionary AUM
$309.4M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 225 | $46.4M |
| High net worth individuals | 89 | $235.9M |
| Pension/profit sharing plans | 7 | $50.8M |
States served
IL, TX
All web addresses on file
Official SEC filing: View on IAPD