Assets Under Management
$111.2M
Number of Clients
117
Number of Advisors
2
Average Client AUM
$951K
AUM per Advisor
$55.6M
Compensation
Fee-Only (AUM)
Diccianni Financial Group offers personalized wealth management services including financial planning, investment portfolio management, tax planning, and estate planning. They tailor investment advice to meet client needs, monitor portfolio performance, and rebalance as needed. Assistance with Estate Settlement for assets held at DFG is included at no additional cost.
333 West Germantown Pike, East Norriton, PA, 19403