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Charles Louis Dimon

BCU WEALTH ADVISORS, LLC·VERNON HILLS, Illinois
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340 N. MILWAUKEE AVENUE, VERNON HILLS, IL 60061CRD# 5030141Firm CRD# 164173
01

About

Charles Louis Dimon is a registered financial advisor based in VERNON HILLS, Illinois, affiliated with BCU WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
BCU WEALTH ADVISORS, LLC
BCU WEALTH ADVISORS, LLC
AUM
$450M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at BCU WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5030141
Firm CRD# 164173
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Louis Dimon offer?
Charles Louis Dimon specializes in Financial Planning, Investment Management. Contact their office in VERNON HILLS, Illinois for a consultation.
What are Charles Louis Dimon's credentials?
Charles Louis Dimon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Louis Dimon located?
Charles Louis Dimon is based in VERNON HILLS, Illinois, working with BCU WEALTH ADVISORS, LLC. Their office serves clients in the VERNON HILLS metropolitan area and surrounding communities.
How does Charles Louis Dimon charge for services?
Charles Louis Dimon's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BCU WEALTH ADVISORS, LLC?
BCU WEALTH ADVISORS, LLC has approximately 17 employees and manages $450M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in VERNON HILLS
Edwin Thomas Watson — BCU WEALTH ADVISORS, LLCRichard Allan Orr — BCU WEALTH ADVISORS, LLCCharles Edward Smith — BCU WEALTH ADVISORS, LLCKenneth Scott Dryfhout — BCU WEALTH ADVISORS, LLCThomas Gerard Moore — BCU WEALTH ADVISORS, LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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