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DICCIANNI FINANCIAL GROUP, INC.
CRD 149332 · SEC 801-133763
333 WEST GERMANTOWN PIKE, EAST NORRITON, PA, 19403, United States
Phone
484-681-9046
Fax
484-681-9053
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$128.8M
Discretionary AUM
$128.8M
Team
4 total employees; 2 advisory reps; 272 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 272 | $68.8M |
| High net worth individuals | 44 | $56.0M |
| Pension/profit sharing plans | 5 | $4.0M |
States served
NE, NJ, NC, PA
All web addresses on file
Official SEC filing: View on IAPD