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Building 2DICCIANNI FINANCIAL GROUP, INC.

Map pinEAST NORRITON, PA
Phone484-681-9046
NotebookSEC #801-133763
Total AUM
$128.8M
Employees
4
Clients
321

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
333 WEST GERMANTOWN PIKE
EAST NORRITON
PA 19403
United States
Operating Hours
9:00-5:00 PM
Monday - Friday
Phone
484-681-9046

ReceiptFinancials

Total AUM
$128.8M
Accounts
336
Discretionary
$128.8M
Accounts
336
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
272
AUM
$68.8M
HNW Individual Clients
44
AUM
$56M
Pension/Profit Sharing Plan Clients
5
AUM
$4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCNENJPA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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