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Dillon & Associates Inc

● SEC registered since 1988CRD 104662SEC# 801-31572Jackson, MI
Export (members)
Reg. AUM
$852.7M
Employees
6
Accounts
905
Location
Jackson, MI

Dillon & Associates Inc assets under management

Dillon & Associates Inc operates as an SEC-registered investment adviser based in Jackson, MI. The firm has been registered since 1988. It reports $852.7 million in regulatory assets under management and employs 6 people.
www.dillon-assoc.comView on SEC.gov ↗

Dillon & Associates Inc owners & executives

3 reported
NameTitleOwnershipSince
Eric John Grasse ControlVice-President/Chief Compliance Officer10-25%2004
Jeffrey Phillip Dillon ControlPresidentOver 75%2010
Vickie Marie Dillon ControlSecretaryUnder 5%2011

Frequently asked questions

How much does Dillon & Associates Inc manage?

Dillon & Associates Inc reports $852.7 million in regulatory assets under management on its Form ADV.

How many employees does Dillon & Associates Inc have?

Dillon & Associates Inc reports 6 employees.

Where is Dillon & Associates Inc located?

Dillon & Associates Inc is based in Jackson, MI and has been SEC-registered since 1988.

Does Dillon & Associates Inc disclose fund performance?

Dillon & Associates Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2585 Spring Arbor Road, Jackson, MI 49203
Phone517-796-7090
Fax517-796-7093
Office hours9:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1054425
Discloses disciplinary historyNo

Assets under management

Discretionary$108.1M
Non-discretionary$744.6M
Total (RAUM)$852.7M