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Dimeo Schneider & Associates LLC

Dimeo Schneider & Associates LLC
Advising on over $33 billion, DiMeo Schneider & Associates, L.L.C. is a leading investment consulting firm located in Chicago, Illinois.

With a tight-knit team of accredited and caring professionals, the firm has grown steadily to 50 professionals
.
DiMeo Schneider & Associates, L.L.C. serves a broad range of clients. ...(see more)

Firm Information

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Advisors (10)

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Name Start Date
Blim, Scott, C. Mar 2006
Chad Allen Tischer Apr 2009
Malika Hinkson May 2010
Jeffry David Benoit Nov 2000
Lieser, Lori, Michell Feb 2004
View All
*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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$4.8B
Total Assets
985
Accounts
$4.8M
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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ownership pie chart
  •   National Financial Partners, Corp. (75% or more)
  •   Executives with less than 5% share each

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
Schneider, Brett, Ronald Director 01/01/2009
Robert Allen Dimeo Managing Director 03/01/1995
Michael Steven Benoit Managing Director 01/01/1998
Lieser, Lori, Michell Vice President 02/01/2004
Blim, Scott, C. Chief Compliance Officer 03/01/2006

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
500 West Madison Street
Chicago , IL 60661-4593
Phone Number: 312-853-1000

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Fixed Fees
  • Other: (6) Performance-based fees