|
⚲
|
| Dipaolo Financial Group Inc
✚
|
|
|---|---|
| CRD # | 309637 |
| SEC # | 801-132771 |
| CIK # | 0002111462 |
| AUM | $168.0 M (2026-04-17) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Phone | 813-475-3130 |
| Address | 4635 van Dyke Road Lutz, FL 33558 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| SPDR Gold Trust | 1.6 | |
| Apple Inc | 1.5 | |
| Tesla Motors Inc | 1.5 | |
| iShares Bitcoin Trust | 1.0 | |
| FPL Group Inc | 0.6 | |
| Microsoft Corp | 0.5 | |
| Ball Corp | 0.5 | |
| Amazon Com Inc | 0.4 | |
| Nvidia Corp | 0.4 | |
| Alphabet Inc | 0.3 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 335 | 73.0 |
| (b) Individuals (high net worth individuals) | 73 | 95.0 |
| (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 | 0 | 0.0 |
| (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 | 1,137 | 168.0 |
| By Discretionary | ||
| Discretionary | 1,126 | 166.4 |
| Non-Discretionary | 11 | 1.6 |
| Total | 1,137 | 168.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 168.0 | |
| Total | 1,137 | 168.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002111462] |
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|---|---|---|
|
Koob Wealth Management LLC
✚
|
MN | 0.2 |
|
Chartist Inc
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|
CA | 0.2 |
|
ARK Royal Wealth Management LLC
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NC | 0.2 |
|
Private Harbour Investment Management & Counsel LLC
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0.2 | |
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Meyer Gates Financial Advisors Inc
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OH | 0.2 |
|
The Financial ZEN Group Inc
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CA | 0.2 |
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Hanke & Apolonio Wealth Advisors LLC
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CA | 0.2 |
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Semitam Bonam LLC
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|
NY | 0.2 |
|
Morrissey Wealth Management LLC
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CT | 0.2 |
|
Financially Speaking Inc
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CO | 0.2 |