Alex
Dibenedetto

Dibenedetto & Associates LTD

CRD#3134042
Investment Advisor
in Rockford, IL

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About this Advisor

Alex Dibenedetto is a financial advisor operating in Rockford, Illinois who has 19 years of industry experience. Dibenedetto currently works for Dibenedetto & Associates LTD. They have spent their whole employment at Dibenedetto & Associates Ltd. Dibenedetto holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Illinois. Dibenedetto & Associates LTD is a financial advisory business that has its headquarters in Loves Park, IL. It handles $230 million in assets under management across its 600 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 600 accounts, 28% belong to high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services are based on which services are offered. However, fee types charged by Dibenedetto & Associates LTD can include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6845 Weaver Road Ste. 300
Rockford, IL 61114

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Dibenedetto & Associates LTD Brokerage Details

Total Assets Under Management

$229,455,644

IL Average: $6,674,516,078
Total Number of Employees

3

IL Average: 44
Total Number of Accounts

600

IL Average: 2,564
Average Account Size

$382,426

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Alex Dibenedetto Work History

Alex has been registered as a financial advisor for 19 years.*

1998 - Present (26 years)

Fox & Henry, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Alex Dibenedetto to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Dibenedetto & Associates LTD

Jeffrey Dibenedetto
Loves Park, IL
Alex Dibenedetto
Rockford, IL
Charles Dibenedetto
Rockford, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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