Dimatteo Financial Group

RIASEC Registered

Total AUM

$42.3M

Discretionary

0% of AUM

Avg account

$258K

Accounts

164

Employees

Advisory reps

Firm details

Headquarters: Chadds Ford, Pennsylvania
CRD number: 155988
Website: www.dimatteofinancialgroup.net
Custodians: THE VANGUARD GROUP, INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: Pension & Profit Sharing Plans70.5%
Individuals22.63%
HNWI6.87%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Dimatteo Financial Group is a corporation operating as an institutional registered investment adviser that serves both individual/family clients and institutional accounts. The firm bills clients on a percentage-of-assets-under-management basis and lists portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services among its advisory activities. It is organized under individual ownership and is not positioned as a capital allocator or multi-state adviser. The firm does not identify as an active ESG investor.