Invested Better
Unclaimed

Unclaimed

Unclaimed

Alex Jason Dibenedetto

Dibenedetto & Associates Ltd.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Alex? Claim Your Profile

About Alex Jason Dibenedetto

Alex Dibenedetto has been in the financial industry since 1998 and is currently registered as an Investment Advisor Representative with Dibenedetto & Associates Ltd., based in Rockford, Illinois. Before that, Alex worked at FOX & HENRY, INC. in Burr Ridge, Illinois. Alex has a Series 65 and a Series 63 license, and specializes in financial planning, portfolio management for individuals, and selection of other advisors. Alex is also a registered investment advisor in Illinois.

Firm Information

Alex Dibenedetto is currently registered with Dibenedetto & Associates Ltd.. Dibenedetto & Associates Ltd. is an investment advisor based in LOVES PARK, IL. They manage $254,133,884 in total assets, with $238,403,503 of that under discretionary management. They offer financial planning, portfolio management for individuals, and selection of other advisers. They primarily serve high-net-worth individuals and pension and profit-sharing plans.
Dibenedetto & Associates Ltd.

4920 FOREST HILLS ROAD

LOVES PARK, IL 61111

$254.13M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Alex Dibenedetto’s Registration & Firm History

IL

05/26/2004 - Present

Dibenedetto & Associates Ltd. (ROCKFORD IL)

IL

12/14/1998 - 12/31/2003

FOX & HENRY, INC. (BURR RIDGE IL)

Not sure if Alex Jason Dibenedetto is right for you?

Licenses & Designations

IA

Issued 05/18/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/05/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/08/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alex Jason Dibenedetto.
Not sure if Alex Jason Dibenedetto is right for you?