DIPAOLO FINANCIAL GROUP, INC.
SEC Form ADV profile.
Total regulatory AUM
$167,978,157
Discretionary
$166,357,965
Non-discretionary
$1,620,192
Firm details
- CRD number
- 309637
- SEC file number
- 801-132771
- Main office
- LUTZ, FL, United States
- Employees
- 9
- SEC status
- Approved
- Website
- https://www.dipaolofinancial.com
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.