Dipaolo Financial Group, Inc.
Dipaolo Financial Group, Inc. is an SEC-registered mass-market adviser in Lutz, FL with $168.0M assets under management (AUM, regulatory AUM), +33% over one year. See who owns Dipaolo Financial Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 309637, SEC 801-132771, data through 2026-04-17.
- AUM (assets under management / regulatory AUM)
- $168.0M (2026-04-17)
- Firm type
- Mass-Market Adviser
- Location
- Lutz, FL
- Employees
- 9
- Clients
- 408
- CRD
- 309637
- Ownership
- DiPaolo, Karen, Elaine; DIPAOLO, JOSEPH, LAURIA; DIPAOLO, ANTHONY, LAURIA
How much AUM does Dipaolo Financial Group, Inc. have?
Dipaolo Financial Group, Inc. reported $168.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-17).
Who owns Dipaolo Financial Group, Inc.?
Disclosed owners and executives of Dipaolo Financial Group, Inc. include DiPaolo, Karen, Elaine, DIPAOLO, JOSEPH, LAURIA, DIPAOLO, ANTHONY, LAURIA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.