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DIPAOLO FINANCIAL GROUP, INC.
CRD 309637 · SEC 801-132771
4635 VAN DYKE ROAD, LUTZ, FL, 33558, United States
Phone
813-475-3130
Fax
813-501-1361
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$168.0M
Discretionary AUM
$166.4M
Team
9 total employees; 3 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 335 | $73.0M |
| High net worth individuals | 73 | $95.0M |
States served
TX, FL
All web addresses on file
Official SEC filing: View on IAPD