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DIMATTEO FINANCIAL GROUP

DIMATTEO FINANCIAL GROUP, INC.

CRD 155988

Visit website

602 CHADDS FORD DRIVE, SUITE 201, CHADDS FORD, PA, 19317, United States

Phone

610-388-7125

Fax

610-388-7126

Registration

— (—)

Source

State registered

Total AUM

$42.3M

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-06-15

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)Pension consulting

Client types

TypeClientsAUM
Individuals90$9.6M
Pension/profit sharing plans8$29.8M

All web addresses on file

Official SEC filing: View on IAPD