Unclaimed Profile

Patrick W. Kolzow

DHJJ FINANCIAL ADVISORS, LTD.·NAPERVILLE, Illinois

Clean recordDHJJ FINANCIAL ADVISORS, LTD.

184 SHUMAN BOULEVARD, NAPERVILLE, IL 60563CRD# 6231226Firm CRD# 107034

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Patrick W. Kolzow · NAPERVILLE, IL

Registration

CRD #6231226 · DHJJ FINANCIAL ADVISORS, LTD.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Patrick W. Kolzow is a registered financial advisor based in NAPERVILLE, Illinois, affiliated with DHJJ FINANCIAL ADVISORS, LTD.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

DHJJ FINANCIAL ADVISORS, LTD.

DHJJ FINANCIAL ADVISORS

AUM

$464M

Regulatory assets under management

Employees

Total firm employees

View all advisors at DHJJ FINANCIAL ADVISORS, LTD. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6231226

Firm CRD# 107034

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Patrick W. Kolzow offer?

Patrick W. Kolzow specializes in Financial Planning, Investment Management. Contact their office in NAPERVILLE, Illinois for a consultation.

What are Patrick W. Kolzow's credentials?

Patrick W. Kolzow is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick W. Kolzow located?

Patrick W. Kolzow 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 Patrick W. Kolzow charge for services?

Patrick W. Kolzow'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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