Dittrich Financial Group LLC
Firm details
- Headquarters
- ,
- CRD number
- 327238
- Website
- dittrichfinancialgroup.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Dittrich Financial Group LLC is an independent, owner-operated wealth advisory firm that focuses on individual and family clients. The firm combines fee-based asset management with financial planning and charges clients on a percentage-of-AUM basis as well as hourly fees for select work. Service offerings include comprehensive financial planning, ongoing portfolio management for individuals and small businesses, and the selection and oversight of outside managers when appropriate. The firm is state-registered in Missouri and Texas and positions itself as a capital allocator that can direct client capital to third-party managers.
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 Funds43%
- Exchange Traded Equities37%
- Cash & Cash Equivalents10%
- Investment Grade Corp Bonds5%
- State & Local Bonds4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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