DICCIANNI FINANCIAL GROUP, INC.

Overview

Diccianni Financial Group, Inc. is a small independent wealth advisory and broker-dealer-affiliated practice that serves individuals, families and a limited set of institutional clients. The firm operates on a percentage-of-assets fee model and provides financial planning and portfolio management services targeted at individuals and small businesses. It also conducts broker-dealer and insurance brokerage activities alongside its advisory business, which means clients can receive both advisory and transactional solutions through the same firm. Investment activity shows a clear tilt toward equities: the firm’s filings identify exchange-traded equities and ETFs as the dominant allocation. Portfolios are implemented largely through managed equity sleeves and pooled mutual fund or ETF exposures, with separate managed accounts playing a role in customization. Diccianni Financial Group, Inc. does not position itself as an ESG-focused allocator and its registration profile indicates a single-state footprint for advisory activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices