Dillon & Associates Inc (Jackson)
Dillon & Associates Inc is a large advisory firm based in Jackson. It manages $334.54 million of regulatory assets for 582 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Michigan, Ohio, and Texas.
Dillon & Associates provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Dillon & Associates: assets under management
The assets under management (AUM) of Dillon & Associates Inc is $334.54 million. The firm's AUM has grown by 61% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Investments
The firm invests in exchange traded securities the most. They account for 90% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 7% of the firm’s portfolio. Investments in investment grade corporate bonds form 1% of the total invested assets.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Dillon & Associates Inc for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Jeffrey Phillip Dillon serves?
The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Jeffrey Phillip Dillon is individuals with 245 clients and $149.07 million of assets under management. Among the 8 most similar advisory firms, Dillon & Associates has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $334.54 million for 284 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.
Dillon & Associates doesn't advise any private funds.
Careers at Dillon & Associates Inc
The company employs 5 people that are either part- or full-time employees. 40 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.
Jeffrey Phillip Dillon has been acting as President since 1 Dec 2010. Vickie Marie Dillon joined the executive team most recently as the Secretary.
Direct owners and executive officers
Based in Jackson
The principal office where Dillon & Associates Inc performs its advisory services is located at 2585 Spring Arbor Road, Jackson, MI 49203 The mailing address of the firm is P.O. Box 1347, Jackson, MI 49204. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 517-796-7090 or by fax 517-796-7093. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at dillon-assoc.com.
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