RIA Intel›Advisers›Illinois›DAHL FINANCIAL SERVICES, INC.

DAHL FINANCIAL SERVICES, INC.

Advisory

POLO, IL

Data as of Mar 16, 2026 · Source: SEC Form ADV

Rank in IL

#1,306

of 1,719 advisers by AUM

Average account

$163K

across 205 accounts

AUM per adviser

$33M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM

$33M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$33M

Discretionary AUM$33M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients125

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InIL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

125 clients

The full client-type breakdown and the share of AUM each category represents.

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