Digiorgio Capital Management, Inc.
Firm details
- Headquarters
- White Oak, Pennsylvania
- CRD number
- 123422
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Digiorgio Capital Management, Inc. operates as a corporation focused primarily on providing portfolio management services for individuals and small businesses. The firm caters to a client base that includes individuals and families, employing a fee structure that consists of a percentage of assets under management as well as fixed fees. While the firm does not engage in capital allocation or act as a pension consultant, it maintains a strong affiliation with the accounting industry, which informs its advisory activities. Notably, Digiorgio Capital Management, Inc. does not actively pursue ESG investments.
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 Equities75%
- US Government Bonds15%
- Cash & Cash Equivalents10%
Contacts
1 of 1Mark Digiorgio
Financial AnalystCRD 2955247
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
White Oak, PA
Allegheny
Location
White Oak, PA
Headquartered in White Oak, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Allegheny
- Address
- 1232 Lincoln Way
- Time zone
- ET (UTC-5)
- Office locations
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