Dittrich Financial Group LLC
Firm details
- Headquarters
- ,
- CRD number
- 327238
- 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 operates as an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves private individuals and families, offering financial planning and portfolio management for individuals and small businesses, and acts as a capital allocator by selecting other advisers and external managers on clients’ behalf. Its fee menu combines a percentage-of-assets model with hourly charges. The firm does not identify as an active ESG investor, does not operate as a multi-state adviser, and does not provide pension consulting services. An accounting affiliation is noted among its industry relationships.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Contacts
1 of 1John Dittrich
Managing MemberCRD 5644790
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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