DIMATTEO FINANCIAL GROUP

Overview

Dimatteo Financial Group is an individually owned corporate advisory firm that serves both individual/family clients and institutional accounts. The firm bills on a percentage-of-AUM basis and lists portfolio management for individuals/small businesses and for businesses or institutions among its core advisory activities. Pension consulting services are also included in the activities the firm reports. The firm does not identify as an active ESG investor, is not designated as a multi-state adviser, and is not characterized as a capital allocator. Regulatory reporting shows the firm operates on a predominantly non‑discretionary basis, meaning clients retain trading authority while the adviser provides recommendations and portfolio oversight.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices