Overview
Assets Under Management: $168 million
Headquarters: LUTZ, FL
High-Net-Worth Clients: 73
Average Client Assets: $1.3 million
Frequently Asked Questions
DIPAOLO 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 #309637), DIPAOLO FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
DIPAOLO FINANCIAL GROUP, INC. is headquartered in LUTZ, FL.
DIPAOLO FINANCIAL GROUP, INC. serves 73 high-net-worth clients according to their SEC filing dated April 17, 2026. View client details ↓
According to their SEC Form ADV, DIPAOLO FINANCIAL GROUP, INC. offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
DIPAOLO FINANCIAL GROUP, INC. manages $168 million in client assets according to their SEC filing dated April 17, 2026.
According to their SEC Form ADV, DIPAOLO FINANCIAL GROUP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.56%
Average Client Assets: $1.3 million
Total Client Accounts: 1,137
Discretionary Accounts: 1,126
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 309637
Filing ID: 2094027
Last Filing Date: 2026-04-17 16:13:56