Unclaimed Profile

Charles Louis Dimon

BCU WEALTH ADVISORS, LLC·VERNON HILLS, Illinois

Clean recordBCU WEALTH ADVISORS, LLC

340 N. MILWAUKEE AVENUE, VERNON HILLS, IL 60061CRD# 5030141Firm CRD# 164173

Profile Verification

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

Identity

Charles Louis Dimon · VERNON HILLS, IL

Registration

CRD #5030141 · BCU WEALTH ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

BCU WEALTH ADVISORS, LLC

AUM

$450M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5030141

Firm CRD# 164173

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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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