DICCIANNI FINANCIAL GROUP, INC.

DICCIANNI FINANCIAL GROUP, INC. of EAST NORRITON, PA is an SEC-registered investment adviser (CRD 149332). Regulatory assets under management: $128.8M.

Registration

• CRD: 149332
• SEC file number: 801-133763
• Type: Registered investment adviser
• Location: 333 WEST GERMANTOWN PIKE, EAST NORRITON, PA, 19403
• Phone: 484-681-9046
• Latest filing: 2026-03-31
• Regulatory AUM: $128.8M
• Discretionary AUM: $128.8M
• Clients: 4
• Accounts: 336

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 149332 on SEC IAPD (source of record)
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