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Diccianni Financial Group, Inc.

Diccianni Financial Group, Inc.. CRD 149332

Diccianni Financial Group, Inc. logo

CRD: 149332

Diccianni Financial Group, Inc.

East Norriton, PA, 19403
4846819046
dfgpa.com
$128.8M Total AUM
$128.8M Disc. AUM
-- 3Y CAGR
4 Employees
593 ADV. Clients
17 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
Matrix peak
Established Date
07-09-2009
Office Locations
1

Office Locations

333 West Germantown Pike East Norriton PA

About Diccianni Financial Group, Inc.

Diccianni Financial Group is a boutique RIA delivering customized, values-based financial planning and holistic portfolio management, with a strong emphasis on client education and ongoing plan adjustments through life events. Portfolios primarily utilize ETFs and public funds, with fixed income allocations as appropriate. Founder Cindy Diccianni brings a rare blend of registered nurse and Chartered Financial Consultant experience; relationships are custodied with Schwab and Fidelity.

Team overview

63 AVG AGE
$64.4M AVG AUM / ADVISOR
$217.2K AVG AUM / CLIENT
9.6 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
17yrs Firm Age

Insights

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Asset Classes

Bridge

Custodian

Vector Glacier Vital Insight Pioneer frontier Oak vertex Bridge Zenith Glacier alpha Vector Vital legacy

Investment Themes

Prime peak Insight Vertex value

Investment Vehicles

Beacon

Services

Capital eagle Summit North Frontier Vertex Delta Fusion delta Summit

Technology

Signal meridian

Owner & Executives

C

CYNTHIA DEMETRIS DICCIANNI

Chief Compliance Officer, Chief Executive Officer, Owner, PRINCIPAL

CRD
#3160122
Ownership
75% or more
(905) 625-9774
glacier.ridge@radialcapital.com
in linkedin.com/in/eagle-focus

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Contacts

Luc Lawson

Luc Lawson

--

CRD
#7224475
(675) 981-9364
glacier.momentum@glaciercapital.com
in linkedin.com/in/delta-alpha

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-14-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $128,780,065 $383,274
Non-Discretionary $0 --
Total $128,780,065 $383,274

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Separately Managed Accounts

Total SMA Asset: $128,780,065

$128.8M Total SMA
Equity - Exchange:
19.1%
Public Funds:
16.9%
Municipal Bonds:
13.4%
Cash:
7.8%
U.S. Government/Agency:
21.0%
Corporate - Investment Grade:
21.8%
Asset class Assets Assets %
Equity - Exchange $909,017,151 19.1%
Public Funds $804,313,605 16.9%
Municipal Bonds $637,739,782 13.4%
Cash $371,221,664 7.8%
U.S. Government/Agency $999,442,941 21.0%
Corporate - Investment Grade $1,037,516,959 21.8%
Total $4,759,252,102 100.0%

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