Dinuzzo Private Wealth, Inc.

RIASEC Registered

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$454K

Accounts

2,592

Employees

Advisory reps

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

FINTRX

Overview

Dinuzzo Private Wealth, Inc. is an independent, individually owned registered investment adviser that has been SEC-registered since 2000. The firm serves both individual and family clients as well as institutional clients, charging clients on a percentage-of-AUM fee schedule. Its advisory capabilities include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting services. Dinuzzo Private Wealth identifies as an active ESG investor and maintains an industry affiliation with an insurance company. The firm was named among Top RIA Firms by FA Magazine in 2020.