Dylan
Demkowicz

Plante Moran Financial Advisors

CRD#7049960
Investment Advisor
in Chicago, IL

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About this Advisor

Dylan Demkowicz is a certified financial planner working out of Chicago, Illinois who has 5 years of industry experience. Demkowicz works at Plante Moran Financial Advisors. Throughout their career, they have worked at Plante Moran Financial Advisors, Huron Capital Partners, Rockbridge Growth Equity, Garden Fresh Gourmet, University Of Missouri and University Of Detroit Jesuit High School. Demkowicz maintains a Series 65 license, designating them as an investment advisor representative, and is registered to work in Illinois and Michigan. Plante Moran Financial Advisors is a financial advisory company headquartered in Southfield, MI. The investment advisory business has offices in 12 locations and a total of 139 employees. It controls $17 billion in assets under management between its 16,199 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises four charitable organizations. Of its 16,199 client accounts, 87% are associated with high-net-worth individuals who have at least $1 million in investable assets. The firm performs a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management usually depend on which services the firm provides the client. Fee types charged by Plante Moran Financial Advisors most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10 S Riverside Plaza 9Th Floor
Chicago, IL 60606

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Plante Moran Financial Advisors Brokerage Details

Total Assets Under Management

$16,742,515,079

IL Average: $943,424,332
Total Number of Employees

139

IL Average: 21
Total Number of Accounts

16,199

IL Average: 1,586
Average Account Size

$1,033,552

IL Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Dylan Demkowicz Work History

Dylan has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Plante Moran Financial Advisors

2017 - 2017 (< 1 year)

Plante Moran Financial Advisors

2016 - 2016 (< 1 year)

Huron Capital Partners

2015 - 2015 (< 1 year)

Rockbridge Growth Equity

2014 - 2014 (< 1 year)

Garden Fresh Gourmet

2013 - 2018 (5 years)

University Of Missouri

2009 - 2013 (4 years)

University Of Detroit Jesuit High School

*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 Dylan Demkowicz 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 Plante Moran Financial Advisors

Justin Halvorson
Detroit, MI
Jacob Petrick
Portage, MI
Steven Gibson
Chicago, IL
Logan Olsen
Monroe, WA
Cartier Zori
West Bloomfield, MI
Marcus Grost
Auburn Hills, MI
Myles Wiley
East Lansing, MI
James Hankenhof
Columbus, OH

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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