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Charles Joseph Dibenedetto

Dibenedetto & Associates Ltd.

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About Charles Joseph Dibenedetto

Charles Dibenedetto is a financial advisor at Dibenedetto & Associates Ltd., based in Rockford, IL. Charles has been in the industry since 1981 and has a diverse background in financial services. Charles holds the Series 6, 7 and 22 securities licenses. He is also a Chartered Financial Consultant. Charles's clients include individuals, high-net-worth individuals and pension and profit-sharing plans. He has a long history with Fox & Henry, Inc. and Inland Securities Corporation as well. Dibenedetto & Associates Ltd. provides financial planning, portfolio management and selection of other advisors.

Firm Information

Charles 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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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Charles Dibenedetto’s Registration & Firm History

IL

05/01/2013 - Present

Dibenedetto & Associates Ltd. (ROCKFORD IL)

IL

02/22/1983 - 03/30/2009

FOX & HENRY, INC. (BURR RIDGE IL)

NA

02/25/1985 - 03/25/1985

INLAND SECURITIES CORPORATION

NA

12/22/1982 - 01/18/1983

VARIABLE ANNUITY LIFE INSURANCE AGENCIES, INC.

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Licenses & Designations

BC

Issued 12/03/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/20/1997

Series 7 - General Securities Representative Examination

BC

Issued 02/21/1983

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 12/21/1982

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Joseph Dibenedetto.
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