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Katherine Theresa Byrne

DHJJ FINANCIAL ADVISORS, LTD.·NAPERVILLE, Illinois
Clean record10 years registeredDHJJ FINANCIAL ADVISORS, LTD.
184 SHUMAN BOULEVARD, NAPERVILLE, IL 60563CRD# 6606061Firm CRD# 107034

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Katherine Theresa Byrne · NAPERVILLE, IL
Registration
CRD #6606061 · DHJJ FINANCIAL ADVISORS, LTD. · 10 years registered
Brand Profile
Not yet started
01

Career History

Jan 2016present
02

Registrations & Exams

Registration record
First registered · January 22, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
DHJJ FINANCIAL ADVISORS, LTD.
CRD 107034 · SEC 801-42639
AUM
$464M
Regulatory assets under management
Employees
10
1,319 client accounts
Services offered by DHJJ FINANCIAL ADVISORS, LTD.
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Katherine Theresa Byrne offer?
Katherine Theresa Byrne specializes in Financial Planning, Investment Management. Contact their office in NAPERVILLE, Illinois for a consultation.
What are Katherine Theresa Byrne's credentials?
Katherine Theresa Byrne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Katherine Theresa Byrne located?
Katherine Theresa Byrne is based in NAPERVILLE, Illinois, working with DHJJ FINANCIAL ADVISORS, LTD.. Their office serves clients in the NAPERVILLE metropolitan area and surrounding communities.
How does Katherine Theresa Byrne charge for services?
Katherine Theresa Byrne's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DHJJ FINANCIAL ADVISORS, LTD.?
DHJJ FINANCIAL ADVISORS, LTD. has approximately 10 employees and manages $464M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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