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Dipaolo Financial Group, Inc.

● SEC registered since 2025CRD 309637SEC# 801-132771Lutz, FL
Export (members)
Reg. AUM
$125.9M
Employees
8
Accounts
1,059
Location
Lutz, FL

Dipaolo Financial Group, Inc. assets under management

Dipaolo Financial Group, Inc. is an investment advisory firm registered with the SEC based in Lutz, FL. The firm has been registered since 2025. It reports $125.9 million in regulatory assets under management and employs 8 people.
www.dipaolofinancial.comView on SEC.gov ↗

Dipaolo Financial Group, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Joseph Lauria Dipaolo ControlPresidentOver 75%2007
Karen Elaine Dipaolo ControlChief Compliance OfficerUnder 5%2022

Frequently asked questions

How much does Dipaolo Financial Group, Inc. manage?

Dipaolo Financial Group, Inc. reports $125.9 million in regulatory assets under management on its Form ADV.

How many employees does Dipaolo Financial Group, Inc. have?

Dipaolo Financial Group, Inc. reports 8 employees.

Where is Dipaolo Financial Group, Inc. located?

Dipaolo Financial Group, Inc. is based in Lutz, FL and has been SEC-registered since 2025.

Does Dipaolo Financial Group, Inc. disclose fund performance?

Dipaolo Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4635 van Dyke Road, Lutz, FL 33558
Phone813-475-3130
Fax813-501-1361
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$125M
Non-discretionary$923K
Total (RAUM)$125.9M