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Friday, October 4, 2024

Local Firm Is Listed Among CNBC’s Top 100 Wealth Management Firms

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DiGiovine Hnilo Jordan + Johnson Financial Advisors recently received news of its inclusion on CNBC’s 2015 Top 100 Wealth Management Firms List, coming in at number 97 among all fee-based wealth management firms in the nation.

“DHJJ Financial Advisors continues to grow because of the relationships that we have established with our loyal client base and the hard work exhibited by our growing team of dedicated professionals,” said Paul Minta, Managing Principal. “We feel that our growth and success is a direct result of the trust that has been placed in us by our clients.”

The CNBC Digital editorial team, along with Meridian-IQ, used a proprietary formula to arrive at the final ranking of wealth management firms. This formula took into account a variety of measures including the amount of assets under management, having staff with professional designations, average account size, growth of assets, years in business, and number of advisory clients, to name a few.

The entire list of 100 firms is featured on the CNBC website.

Did you know? DiGiovine Hnilo Jordan + Johnson Financial Advisors Ltd. is a Registered Investment Advisory Firm that has been providing asset management and financial planning services to its clients since 1988. For more than 25 years, the DHJJ team of dedicated investment advisers has worked closely with clients to produce unique investment portfolios designed to meet their personalized needs.

For more information, visit www.dhjjfinancial.com.

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PN Ombudsman
PN Ombudsman
An ombudsman is Scandinavian in origin dating back to Viking times; and refers to a community representative; usually acting independently on behalf of an organization, body of elected officials, or civic group. Thanks Scandinavia for inventing ombudsman.
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