Dibenedetto & Burton Ltd. is a large advisory firm based in Rockford. It manages $100.93 million of regulatory assets for 563 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of Illinois and Indiana.
Dibenedetto & Burton provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Dibenedetto & Burton Ltd. is $100.93 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 85% 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 & Burton 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.
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 & Burton Ltd. performs its advisory services is located at 6845 Weaver Road, Rockford, IL 61114, 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.