Adviser Profile

As of Date 09/14/2026
Registration SEC, Approved, 06/30/2025
Other registrations (4)
Former registrations

DICCIANNI FINANCIAL GROUP, INC.

ADV Location EAST NORRITON, PA, United States
Contact Info 484 xxxxxxx
Websites
AUM* 128,780,065 16%
of that, discretionary 128,780,065 16%
Number of Employees 4
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 383,274 11%
% High Net Worth 13.71% -63%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

129M 110M 92M 74M 55M 37M 18M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees