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Dinuzzo Private Wealth, Inc.

● SEC registered since 2000CRD 112778SEC# 801-57384Beaver, PA
Export (members)
Reg. AUM
$1.01B
Employees
19
Accounts
2,545
Location
Beaver, PA

Dinuzzo Private Wealth, Inc. assets under management

Dinuzzo Private Wealth, Inc. operates as an SEC-registered investment adviser based in Beaver, PA. The firm has been registered since 2000. It reports $1 billion in regulatory assets under management and employs 19 people.
www.dinuzzo.comView on SEC.gov ↗

Dinuzzo Private Wealth, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Mark Samuel Dinuzzo ControlExecutive Vice President, Risk Management Team Leader25-50%1997
Michael Vincent DinuzzoSenior Vp, Risk Management Team Co-Leader5-10%2010
Patrick Joseph Dinuzzo ControlCeo, President, Director, Chief Investment Officer, Chief Compliance Officer50-75%1989

Frequently asked questions

How much does Dinuzzo Private Wealth, Inc. manage?

Dinuzzo Private Wealth, Inc. reports $1 billion in regulatory assets under management on its Form ADV.

How many employees does Dinuzzo Private Wealth, Inc. have?

Dinuzzo Private Wealth, Inc. reports 19 employees.

Where is Dinuzzo Private Wealth, Inc. located?

Dinuzzo Private Wealth, Inc. is based in Beaver, PA and has been SEC-registered since 2000.

Does Dinuzzo Private Wealth, Inc. disclose fund performance?

Dinuzzo Private Wealth, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1501 3rd St., Beaver, PA 15009
Phone724-728-6564
Fax724-728-2998
Office hoursMon-Thurs, 8:30a.m. To 5:00p.m.; Fri, 8:30a.m.-4:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1994563
Discloses disciplinary historyNo

Assets under management

Discretionary$1.01B
Non-discretionary$0
Total (RAUM)$1.01B