Overview
Assets Under Management: $1.0 billion
Headquarters: BEAVER, PA
High-Net-Worth Clients: 304
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 304
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.71
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,545
Discretionary Accounts: 2,545
Regulatory Filings
CRD Number: 112778
Filing ID: 1963959
Last Filing Date: 2025-03-20 22:30:00
Website: https://dinuzzo.com