Dibenedetto & Associates Ltd is a large advisory firm based in Loves Park. It manages $176.88 million of regulatory assets for 559 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Illinois and Texas.
Dibenedetto & Associates provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Dibenedetto & Associates Ltd is $176.88 million. The firm's AUM has grown by 75% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Dibenedetto & Associates Ltd for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Charles Joseph Dibenedetto is individuals with 262 clients and $73.88 million of assets under management. Among the 11 most similar advisory firms, Dibenedetto & Associates has the 4th highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $176.88 million for 298 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Dibenedetto & Associates doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Charles Joseph Dibenedetto has been acting as President since 1 Feb 1998. Jeffrey Charles Dibenedetto joined the executive team most recently as the Vice President.
The principal office where Dibenedetto & Associates Ltd performs its advisory services is located at 4920 Forest Hills Road, Loves Park, IL 61111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 815-654-8850 or by fax 815-654-8795. The normal business hours are 8am to 4:30pm on Monday - Friday. You can find more information about the New York firm at trustdnb.com.