D
$106.3M Total AUM
$96.6M Disc. AUM
0.0% 3Y CAGR
2 Employees
18 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Quantum legacyPioneer +more
- Established Date
- 03-31-2021
- Office Locations
- 1
Office Locations
700 Commerce Drive Suite 500 OAK Brook IL
About Dillow Wealth Management LLC
Dillow Wealth Management LLC is a OAK Brook-based RIA. The firm has been operating for 5 years. Managing $106.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
44 AVG AGE
$106.3M AVG AUM / ADVISOR
$5.9M AVG AUM / CLIENT
2.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Oak ember Pioneer eagle Wave zenith Focus beacon
Client Personas
Oak foundation Peak insight
Custodian
Signal optima Pioneer north Meridian Atlas
Investment Themes
Prime ember Atlas Oak Meridian vertex
Investment Vehicles
Quantum meridian
Services
Matrix Pioneer beacon Alpha Peak crest Ridge alpha Glacier vector Value quantum
Technology
Vital unison Matrix Unison frontier
Owner & Executives
TIMOTHY LOUIS DILLOW
Advisor, Chief Compliance Officer
- CRD
- #4642786
- Ownership
- Less than 5%
(383) 418-4432
signal.eagle@fusioncapital.com
in linkedin.com/in/fusion-value
Showing 1 of 1 owners & executives
Unlock allContacts
I
Ian Peter Dillow
--
- CRD
- #8231816
(363) 306-2917
quantum.glacier@zenithcapital.com
in linkedin.com/in/fusion-unison
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,624,184 | $695,138 |
| Non-Discretionary | $9,634,956 | $1,204,370 |
| Total | $106,259,140 | $722,851 |
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Separately Managed Accounts
Total SMA Asset: $106,259,140
Equity - Exchange:
7.9% Private Funds:
32.2% Public Funds:
7.1% Cash:
17.0% Other:
19.9% Derivatives:
7.8% Municipal Bonds:
8.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $330,641,562 | 7.9% |
| Private Funds | $1,347,678,264 | 32.2% |
| Public Funds | $297,158,872 | 7.1% |
| Cash | $711,507,158 | 17.0% |
| Other | $832,881,908 | 19.9% |
| Derivatives | $326,456,225 | 7.8% |
| Municipal Bonds | $339,012,234 | 8.1% |
| Total | $4,185,336,223 | 100.0% |