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Katherine Theresa Byrne

Dhjj Financial Advisors

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About Katherine Theresa Byrne

Katherine Byrne is a financial advisor at Dhjj Financial Advisors. Katherine has been a Registered Representative since January 22, 2016. She has a Certified Financial Planner designation and has been in the industry since December 2014. Dhjj Financial Advisors is an independent firm.

Firm Information

Katherine Byrne is currently registered with Dhjj Financial Advisors. Dhjj Financial Advisors is an independent financial advisor located in Naperville, IL. The firm provides portfolio management, financial planning, and pension consulting services for high-net-worth individuals, corporations, and pension and profit-sharing plans. Dhjj Financial Advisors has 1366 client accounts with approximately $543,508,327 in assets under management.
Dhjj Financial Advisors

184 SHUMAN BOULEVARD

NAPERVILLE, IL 60563

$543.51M

Assets Under Management

2

Total Clients

6

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for profit sharing plans & pension plans

Portfolio management for profit sharing plans & pension plans

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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Katherine Byrne’s Registration & Firm History

IL

01/22/2016 - Present

Dhjj Financial Advisors (NAPERVILLE IL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katherine Theresa Byrne.
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