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DILLON & ASSOCIATES INC

JACKSON, MI · CRD 104662 · IAPD ↗ · dillon-assoc.com · 517-796-7090

$916.4MRegulatory AUM
4Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — DILLON & ASSOCIATES INC reported RAUM up 30% ($656.5M -> $852.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.