Diccianni Financial Group, Inc.
Firm details
- Headquarters
- East Norriton, Pennsylvania
- CRD number
- 149332
- Registered since
- June 30, 2025
- Website
- dfgpa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals53.41%
- HNWI43.48%
- Pension & Profit Sharing Plans3.11%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Diccianni Financial Group, Inc. is an owner-operated corporate RIA that combines broker-dealer registration and insurance brokerage activities with advisory services. The firm is SEC-registered (2025) and delivers financial planning and discretionary portfolio management primarily for individuals, families and small-business clients, while also working with some institutional relationships. Its compensation model is fee-based on a percentage of assets under management; the firm is not positioned as an ESG-driven or multi-state adviser and does not list pension consulting or related-adviser activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Public Funds/Mutual Funds30%
- State & Local Bonds7%
- US Government Bonds5%
- Cash & Cash Equivalents5%
Contacts
3 of 4Cynthia Diccianni
Founder & OwnerCRD 3160122
Luc Lawson
AssociateCRD 7224475
Jeanne Lawson
CRD 5847467
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
East Norriton, PA
Montgomery
Location
East Norriton, PA
Headquartered in East Norriton, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 333 W Germantown Pike
- Time zone
- ET (UTC-5)
- Office locations
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