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Building 2DIPAOLO FINANCIAL GROUP, INC.

Map pinLUTZ, FL
Phone813-475-3130
NotebookSEC #801-132771
Total AUM
$168M
Employees
9
Clients
408

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4635 VAN DYKE ROAD
LUTZ
FL 33558
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
813-475-3130

ReceiptFinancials

Total AUM
$168M
Accounts
1,137
Discretionary
$166.4M
Accounts
1,126
Non-Discretionary
$1.6M
Accounts
11

ContactClients

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Individual Clients
335
AUM
$73M
HNW Individual Clients
73
AUM
$95M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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