Dinuzzo Private Wealth, Inc.
Firm details
- Headquarters
- Beaver, Pennsylvania
- CRD number
- 112778
- Registered since
- April 7, 2000
- Website
- www.dinuzzo.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI80.01%
- Individuals16.28%
- Pension & Profit Sharing Plans3.47%
- Corporations / Businesses0.15%
- Charitable Organizations0.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Dinuzzo Private Wealth, Inc. is an independent, SEC-registered Registered Investment Adviser formed in 2000 and owned privately. The firm serves both individual/family and institutional clients, charging fees based on a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. The firm identifies as an active ESG investor and maintains an affiliation with an insurance company. Dinuzzo was named to FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
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 Funds94%
- Exchange Traded Equities3%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1
Jacob Potts
VP, Chief Operating OfficerCRD 6639888
Contacts
3 of 7
Michael Dinuzzo
Co-Managing DirectorCRD 5753540
Kenneth McDaniel
Vice PresidentCRD 7192734
Leslie Taylor-Neumann
Vice PresidentCRD 6729858
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 155Active vs passive
$984M in ETFs
2%
$16.7M
98%
$967M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL CORE FIXED INCOME ETF (DFCF) | Dimensional | Active | Intermediate Core Bond | $116M | 2,757,601 | 11.83% |
Location
Beaver, PA
Beaver
Location
Beaver, PA
Headquartered in Beaver, 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
- Beaver
- Address
- 1501 3rd St
- Time zone
- ET (UTC-5)
- Office locations
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