CRD: 155988
Dimatteo Financial Group
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Matrix
- Established Date
- 02-16-2011
- Office Locations
- 1
Office Locations
About Dimatteo Financial Group
DiMatteo Financial Group is an independent advisory firm in Chadds Ford, PA providing comprehensive financial planning and personalized investment strategies, with a focus on retirement planning (401(k)s, IRAs) and insurance planning including long-term care as well as business health coverage. The team includes former Vanguard crewmembers, and client assets are custodied with firms such as Schwab and Vanguard.
Team overview
Insights
Asset Classes
Custodian
Fund Managers
Investment Vehicles
Services
Technology
Owner & Executives
JOHN N DIMATTEO
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #4662670
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $42,294,804 | -- |
| Total | $42,294,804 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $42,294,804
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,795,611,013 | 38.9% |
| Equity - Exchange | $1,674,491,944 | 23.3% |
| Cash | $2,716,557,746 | 37.8% |
| Total | $7,186,660,703 | 100.0% |