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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- North
- Established Date
- 05-11-2012
- Office Locations
- 1
Office Locations
About DI Bello Financial
Di Bello Financial is a fee-only fiduciary RIA led by a dual CPA/CFP®, serving high-net-worth clients with tax-focused financial planning plus tax planning and preparation alongside in-house investment management. Portfolios are individually tailored and actively managed using a value-investing approach with publicly traded stocks, investment-grade bonds, and ETFs (no mutual funds), emphasizing asset location and minimizing tax drag. Client assets are custodied at Charles Schwab with no advisor custody. $1M minimum.
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Owner & Executives
ANNETTE ROSE DI BELLO
Chief Compliance Officer, Investment Advisor, President
- CRD
- #6004177
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,896,749 | -- |
| Non-Discretionary | $0 | -- |
| Total | $66,896,749 | -- |
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Separately Managed Accounts
Total SMA Asset: $66,896,749
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $692,035,183 | 22.2% |
| Public Funds | $342,900,316 | 11.0% |
| Corporate - Investment Grade | $869,719,892 | 27.9% |
| Municipal Bonds | $461,356,789 | 14.8% |
| U.S. Government/Agency | $751,263,419 | 24.1% |
| Total | $3,117,275,599 | 100.0% |