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| Dinuzzo Private Wealth Inc
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| |
|---|---|
| CRD # | 112778 |
| SEC # | 801-57384 |
| CIK # | 0001994563 |
| AUM | $946.5 MM (2024-08-02) |
| Employees | 20 (40% Investors, 10% Brokers) |
| Phone | 724-728-6564 |
| Address | 1501 3rd St Beaver, PA 15009 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| PINS | 13,070.7 | 2.3 | |
| MSFT | 1,918,222.4 | 1.7 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 507 | 211.8 |
| (b) Individuals (high net worth individuals) | 285 | 692.7 |
| (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 | 18 | 40.2 |
| (h) Charitable organizations | 0 | 0.8 |
| (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 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,549 | 946.5 |
| By Discretionary | ||
| Discretionary | 2,549 | 946.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,549 | 946.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 946.5 | |
| Total | 2,549 | 946.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001994563] |
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|---|---|---|
|
Grace & White Inc
✚
|
NY | 0.9 |
|
AB2 Capital Partners LLC
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FL | 0.9 |
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Argent Retirement Plan Advisors LLC
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LA | 0.9 |
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Aristotle Credit Partners LLC
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CA | 0.9 |
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Strategic Investment Advisors LLC
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MI | 0.9 |
|
MBL Wealth LLC
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The Mosaic Financial Group LLC
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IL | 0.9 |
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Arlington Financial Advisors LLC
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CA | 0.9 |
|
Absher Wealth Management LLC
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NC | 0.9 |
|
Covenant Partners LLC
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TN | 0.9 |