D
CRD: 134973
Digiovanni Financial Group, LLC
Sarasota, FL
9414450832
$12.4M Total AUM
$3.2M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
18 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-30-2007
- Office Locations
- 1
Office Locations
-- Sarasota FL
About Digiovanni Financial Group, LLC
Digiovanni Financial Group, LLC is a Sarasota-based RIA. The firm has been operating for 18 years. Managing $12.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$12.4M AVG AUM / ADVISOR
$953.8K AVG AUM / CLIENT
18.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Owner & Executives
F
FRANK JOSEPH DIGIOVANNI JR
Chief Compliance Officer, Managing Member, Vice President
- CRD
- #2381278
- Ownership
- 75% or more
(237) 723-4175
capital.capital@summitcapital.com
in linkedin.com/in/timber-focus
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,200,000 | -- |
| Non-Discretionary | $9,200,000 | -- |
| Total | $12,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $12,400,000
Equity - Exchange:
46.5% Cash:
28.3% Other:
25.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $499,444,518 | 46.5% |
| Cash | $303,963,008 | 28.3% |
| Other | $270,666,707 | 25.2% |
| Total | $1,074,074,233 | 100.0% |