Dinuzzo Index Advisors, Inc. is a large advisory firm based in Beaver. It manages $716.43 million of regulatory assets for 2,526 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of California, Delaware, Florida, and 9 other states.
Dinuzzo Index Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Dinuzzo Index Advisors, Inc. is $716.43 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 292% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Dinuzzo Index Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Dinuzzo Index Advisors is high net worth individuals with 227 clients and $450.98 million of assets under management. Among the 8 most similar advisory firms, Dinuzzo Index Advisors has the 4th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $691.92 million for 805 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Dinuzzo Index Advisors doesn't advise any private funds.
The company employs 15 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. 9 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Dinuzzo Index Advisors, Inc. performs its advisory services is located at 1501 3 Rd St., Beaver, PA 15009, which is also the mailing address of the firm. An additional office of the firm is in Pittsburgh, PA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 724-728-6564 or by fax 724-728-2998. The normal business hours are mon-thurs, 8:30am to 5:00pm; fri, 8:30am-4:30pm on Monday - Friday. You can find more information about the New York firm at dinuzzo.com.