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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Diccianni Financial Group Inc
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|---|---|
| CRD # | 149332 |
| SEC # | 801-133763 |
| CIK # | |
| AUM | $111.2 M (2025-06-25) |
| Employees | 4 (50% Investors, 50% Brokers) |
| Phone | 484-681-9046 |
| Address | 333 West Germantown Pike East Norriton, PA 19403 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 71 | 18.7 |
| (b) Individuals (high net worth individuals) | 43 | 85.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 6.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 323 | 111.2 |
| By Discretionary | ||
| Discretionary | 323 | 111.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 323 | 111.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 111.2 | |
| Total | 323 | 111.2 |
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|---|---|---|
|
Montgomery Capital Advisors LLC
✚
|
NY | 0.1 |
|
Charmarline Wealth Management LLC
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VA | 0.1 |
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UT | 0.1 |
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Wolf Financial Advisors LLC
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IL | 0.1 |
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Frango Financial LLC
✚
|
DC | 0.1 |
|
Maimon Wealth Management Ltd
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|
0.1 | |
|
Moore Financial Advisors Ltd
✚
|
MA | 0.1 |
|
Clarion Advisors Inc
✚
|
CA | 0.1 |
|
Resnick Wealth Alliance LLC
✚
|
FL | 0.1 |
|
Sound Financial Management Inc
✚
|
NC | 0.1 |