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Dinverno & Foltz Financial Group Ltd (Oak Brook)


Dinverno & Foltz Financial Group Ltd is a large advisory firm based in Oak Brook. It manages $88.16 million of regulatory assets for 181 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Illinois.

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Dinverno & Foltz Financial Group provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Dinverno & Foltz Financial Group: assets under management

The assets under management (AUM) of Dinverno & Foltz Financial Group Ltd is $88.16 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $88.16 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $487.09 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Dinverno & Foltz Financial Group Ltd for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Oak Brook

The principal office where Dinverno & Foltz Financial Group Ltd performs its advisory services is located at 1301 W 22 Nd St. Ste 602, Oak Brook, IL 60523, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 630-954-4740 or by fax 630-954-2815. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.dffginvest.com.


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