Mark Digiorgio

27 Years of Experience

McKeesport, PA

1 Disclosure

Mark Digiorgio is a registered investment advisor at Digiorgio Capital Management, INC., based in McKeesport, PA, with 27 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 220 clients with $52M in assets under management.

Digiorgio Capital Management, INC.

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

1 advisor

Number of Clients

220 clients

Average Client Portfolio

$236K average

Assets Under Management

$52.0M

Fee Structure

Investment management only (planning not offered)

Portfolio-Based Fees (Flat)

Portfolio Value	Annual Fee
Any	1.00%

Fee may be negotiable for larger accounts.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

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Location

1080 Long Run Road, McKeesport, PA, 15132

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History

Regulatory History (1)

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Regulatory

March 1997

Final

View Full SEC Report How to Read Disclosures

Other Business Activities

Mark is the President/Owner of Mark DiGiorgio Tax & Accounting Firm, which he started in 1988. He dedicates about half of his time to this business, with about a quarter of his time during trading hours.

Employment History

Current Registrations

Digiorgio Capital Management, INC.

June 1998 - Present · 27 yrs 11 mos

State Registrations1 state

Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.

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