D
CRD: 327238
Dittrich Financial Group LLC
Springfield, MO
4173433977
$9.8M Total AUM
$9.8M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
2 yrs Firm Age
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- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-03-2023
- Office Locations
- 1
Office Locations
-- Springfield MO
About Dittrich Financial Group LLC
Dittrich Financial Group LLC is a Springfield-based RIA. The firm has been operating for 2 years. Managing $9.8M in total assets under management, with 1 advisory representatives. They custody assets with LPL Financial. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$9.8M AVG AUM / ADVISOR
$298.0K AVG AUM / CLIENT
2.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Ember Ember meridian
Client Personas
Summit
Investment Themes
Fusion ember Vertex alpha
Investment Vehicles
Radial
Services
Ember Momentum oak Ridge Catalyst prime Ember north
Owner & Executives
J
John Peter Dittrich
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Wealth Manager
- CRD
- #5644790
- Ownership
- 75% or more
(743) 322-9027
matrix.harbor@foundationcapital.com
in linkedin.com/in/prime-delta
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,834,894 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,834,894 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,834,894
Equity - Exchange:
29.2% Public Funds:
16.7% Cash:
13.9% U.S. Government/Agency:
24.8% Corporate - Investment Grade:
15.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $666,868,567 | 29.2% |
| Public Funds | $381,394,009 | 16.7% |
| Cash | $317,447,708 | 13.9% |
| U.S. Government/Agency | $566,381,523 | 24.8% |
| Corporate - Investment Grade | $351,704,657 | 15.4% |
| Total | $2,283,796,464 | 100.0% |