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Home > Retirement Planners > pennsylvania > beaver > DINUZZO PRIVATE WEALTH, INC.
DINUZZO PRIVATE WEALTH, INC.
1501 3rd St.
Beaver, Pennsylvania 15009
Tel: 724-728-6564
About DINUZZO PRIVATE WEALTH, INC.
DINUZZO PRIVATE WEALTH, INC, formally registered with the SEC as DINUZZO PRIVATE WEALTH, INC. The firm was established in 04/07/2000. They have over 6 offices throughout the country.
DINUZZO PRIVATE WEALTH, INC. is a Beaver, Pennsylvania based Financial Planning firm with nearly $946,475,627 assets under management, offering retirement planning & investment advisory services to 2549 clients. The firm is staffed with 20 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 112778 |
| SEC# | 801-57384 |
| Assets Managed by Firm | $946,475,627 |
| No. of Clients | 2549 |
| No. of Advisors | 20 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2549 | $946,475,627 |
| Individuals (other than high net worth individuals) | 507 | $211,759,494 |
| High net worth individuals | 285 | $692,749,963 |
| Pension and profit sharing plans | 18 | $40,170,945 |
| Charitable organizations | Fewer than 5 clients | $761,403 |
| Corporations or other businesses | Fewer than 5 clients | $1,033,822 |
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|---|---|---|---|
| $7,909,760,294,676 | 209 | 980 | |
| $501,645,588,245 | 80 | 101 | |
| $432,749,681,046 | 153 | 262 | |
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| $194,796,322,013 | 93301 | 411 |
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