Dillon & Associates Inc
● SEC registered since 1988CRD 104662SEC# 801-31572Jackson, MI
Reg. AUM
$916.4M
Employees
8
Accounts
963
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 $916.4 million in regulatory assets under management and employs 8 people.
Dillon & Associates Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric John Grasse Control | Vice-President/Chief Compliance Officer | 10-25% | 2004 |
| Jeffrey Phillip Dillon Control | President | Over 75% | 2010 |
| Vickie Marie Dillon Control | Secretary | Under 5% | 2011 |
Frequently asked questions
How much does Dillon & Associates Inc manage?
Dillon & Associates Inc reports $916.4 million in regulatory assets under management on its Form ADV.
How many employees does Dillon & Associates Inc have?
Dillon & Associates Inc reports 8 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
| Address | 2585 Spring Arbor Road, Jackson, MI 49203 |
| Phone | 517-796-7090 |
| Fax | 517-796-7093 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1054425 |
| Discloses disciplinary history | No |
Regulatory AUM
$916.4M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$916.4Mregulatory AUM
Discretionary $164.2MNon-discretionary $752.2M