Dibenedetto & Burton Ltd. (Rockford)

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.

Dibenedetto & Burton: assets under management

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 firm manages $100.93 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $179.27 thousand each.

Fees & Commissions

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.

Careers at Dibenedetto & Burton Ltd.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Charles Joseph Dibenedetto	President	1 Feb 1998	50% - 75%	1069468
Alex Jason Dibenedetto	Compliance officer/service manager	1 Jul 1998	Other	3134042
Lawrence B. Irwin Trust Dtd 6/6/01 Allen S. Gabe Trustee	Owner	1 Jun 2001	50% - 75%	68-6214398
Lawrence B. Irwin Trust Dtd 6/6/01 Mitchell D. Pawlan Trustee	Owner	1 Jun 2001	50% - 75%	68-6214398
Jeffrey Charles Dibenedetto	Vice president	1 Jan 2004	Other	3036881

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Allen S. Gabe	Trustee	1 Jun 2001	50% - 75%	xxx-xx-xxxx
Mitchell Pawlan	Trustee	1 Jul 2003	50% - 75%	4688102

Based in Rockford

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.