CRD: 155988
Dimatteo Financial Group
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- 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
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Custodian
Fund Managers
Services
Technology
Owner & Executives
JOHN N DIMATTEO
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #4662670
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $42,294,804 | -- |
| Total | $42,294,804 | -- |
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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% |