Dimatteo Financial Group
Firm details
- Headquarters
- Chadds Ford, Pennsylvania
- CRD number
- 155988
- 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
FINTRXOverview
Dimatteo Financial Group is a small, individually owned corporate RIA that manages portfolios for both individuals and families as well as institutional clients. The firm charges advisory fees based on a percentage of assets under management and lists portfolio management for individuals/small businesses, portfolio management for businesses or institutions, and pension consulting services among its advisory offerings. Dimatteo does not position itself as an active ESG investor and its filings indicate a limited multistate footprint.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Exchange Traded Equities6%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
John Dimatteo
President and Chief Compliance OfficerCRD 4662670
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chadds Ford, PA
Delaware
Location
Chadds Ford, PA
Headquartered in Chadds Ford, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Delaware
- Address
- 602 Chadds Ford Dr
- Time zone
- ET (UTC-5)
- Office locations
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