Asset ManagerRIA · CRD 309637SEC-Registered

Updated:

DIPAOLO FINANCIAL GROUP, INC.

DIPAOLO FINANCIAL GROUP, INC. is an SEC-registered investment adviser in Lutz, FL, registered since 2025. The firm manages $168 million in assets, $166 million...

DIPAOLO FINANCIAL GROUP, INC.

DIPAOLO FINANCIAL GROUP, INC. is an SEC-registered investment adviser in Lutz, FL, registered since 2025. The firm manages $168 million in assets, $166 million on a discretionary basis. It has 9 employees and 3 investment advisers.

General information

Firm type

Asset Manager

Location

Region

North America

Country

United States

Frequently asked questions

Who runs DiPaolo Financial Group?

No named principals or leadership have been publicly associated with the firm. There is no known CEO, CIO, or managing director on record. The firm's ownership structure is not disclosed.

What is DiPaolo Financial Group’s investment strategy?

The firm does not publicly describe its investment strategy. No asset-class focus, sector preference, or geographic mandate has been reported. It is not known whether the firm makes direct investments, fund commitments, or operates as a fund-of-funds.

Does DiPaolo Financial Group have a public website?

No. The firm does not maintain a public-facing website. As of mid-2026, no official domain or LinkedIn profile can be found. This lack of digital presence is consistent with a firm that chooses to operate entirely outside public view.

How much capital does DiPaolo Financial Group manage?

DiPaolo Financial Group does not disclose its assets under management. No AUM figure appears in any public filing, media article, or industry database. AUM is listed as undisclosed.

Where is DiPaolo Financial Group based?

The firm is registered in the United States, but no specific city or office address is publicly known. The exact location of its headquarters is not found in any public record.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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