DIGIORGIO CAPITAL MANAGEMENT, INC.

RIASEC Registered
Total AUM
$52M
Discretionary
$52M
100% of AUM
Avg account
$236K
Accounts
220
Employees
1
Advisory reps
1

Firm details

Headquarters
White Oak, Pennsylvania
CRD number
123422
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Digiorgio Capital Management, Inc. operates as a corporation focused primarily on providing portfolio management services for individuals and small businesses. The firm caters to a client base that includes individuals and families, employing a fee structure that consists of a percentage of assets under management as well as fixed fees. While the firm does not engage in capital allocation or act as a pension consultant, it maintains a strong affiliation with the accounting industry, which informs its advisory activities. Notably, Digiorgio Capital Management, Inc. does not actively pursue ESG investments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, US Government Bonds 15%, Cash & Cash Equivalents 10%75%
  • Exchange Traded Equities75%
  • US Government Bonds15%
  • Cash & Cash Equivalents10%

Contacts

1 of 1
  • MARK DIGIORGIO

    Financial AnalystCRD 2955247

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

White Oak, PA

ALLEGHENY

Location

White Oak, PA

Headquartered in White Oak, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.

Metro area
Pittsburgh-New Castle-Weirton, PA-OH-WV
Region
Northeast
County
ALLEGHENY
Address
1232 Lincoln Way
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth