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Building 2DINUZZO PRIVATE WEALTH, INC.

Map pinBEAVER, PA
Phone724-728-6564
NotebookSEC #801-57384
Total AUM
$1.2B
Employees
19
Clients
798

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1501 3RD ST.
BEAVER
PA 15009
United States
Operating Hours
MON-THURS, 8:30AM TO 5:00PM; FRI, 8:30AM-4:00PM
Monday - Friday
Phone
724-728-6564
Other Offices
5

ReceiptFinancials

Total AUM
$1.2B
Accounts
2,592
Discretionary
$1.2B
Accounts
2,592
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
440
AUM
$191.7M
HNW Individual Clients
339
AUM
$942M
Pension/Profit Sharing Plan Clients
17
AUM
$40.9M
Charitable Organization Clients
1
AUM
$1M
Corporation or Business Clients
1
AUM
$1.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLKYMDMINCNJNYOHPATXVAWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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