Overview
Assets Under Management: $129 million
Headquarters: EAST NORRITON, PA
High-Net-Worth Clients: 44
Average Client Assets: $1.3 million
Frequently Asked Questions
DICCIANNI FINANCIAL GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #149332), DICCIANNI FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
DICCIANNI FINANCIAL GROUP, INC. is headquartered in EAST NORRITON, PA.
DICCIANNI FINANCIAL GROUP, INC. serves 44 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, DICCIANNI FINANCIAL GROUP, INC. offers financial planning and portfolio management for individuals. View all service details ↓
DICCIANNI FINANCIAL GROUP, INC. manages $129 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, DICCIANNI FINANCIAL GROUP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.48%
Average Client Assets: $1.3 million
Total Client Accounts: 336
Discretionary Accounts: 336
Regulatory Filings
CRD Number: 149332
Filing ID: 2057516
Last Filing Date: 2026-03-31 11:43:36