DI Bello Financial

Overview

DI Bello Financial is an independent registered investment adviser organized as a corporation and owned by an individual. The firm provides financial planning and portfolio management for individuals, families and small businesses; it also lists accounting as a business activity and industry affiliation. Clients include both individual & family and institutional relationships. Fee arrangements are flexible and include a percentage of assets under management, hourly charges and fixed fees. The firm does not identify itself as an active ESG investor and is not set up as a capital allocator or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives