Dinuzzo Private Wealth, Inc.
Firm details
- Headquarters
- Beaver, Pennsylvania
- CRD number
- 112778
- Registered since
- April 7, 2000
- Website
- www.dinuzzo.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI80.01%
- Individuals16.28%
- Pension & Profit Sharing Plans3.47%
- Corporations / Businesses0.15%
- Charitable Organizations0.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Dinuzzo Private Wealth, Inc. is an independent, individually owned registered investment adviser that has been SEC-registered since 2000. The firm serves both individual and family clients as well as institutional clients, charging clients on a percentage-of-AUM fee schedule. Its advisory capabilities include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting services. Dinuzzo Private Wealth identifies as an active ESG investor and maintains an industry affiliation with an insurance company. The firm was named among Top RIA Firms by FA Magazine in 2020.
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
- Public Funds/Mutual Funds94%
- Exchange Traded Equities3%
- Cash & Cash Equivalents2%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 153Active vs passive
$875M in ETFs
2%
$16.6M
98%
$859M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL CORE FIXED INCOME ETF (DFCF) | Dimensional | Active | Intermediate Core Bond | $118M | 2,932,332 | 13.44% |
Location
Beaver, PA
Beaver
Location
Beaver, PA
Headquartered in Beaver, 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
- Beaver
- Address
- 1501 3rd St
- Time zone
- ET (UTC-5)
- Office locations
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