Dipaolo Financial Group, Inc.
● SEC registered since 2025CRD 309637SEC# 801-132771Lutz, FL
Reg. AUM
$168M
Employees
9
Accounts
1,137
Location
Lutz, FL
Dipaolo Financial Group, Inc. assets under management
Dipaolo Financial Group, Inc. is an investment advisory firm registered with the SEC based in Lutz, FL. The firm has been registered since 2025. It reports $168 million in regulatory assets under management and employs 9 people.
Dipaolo Financial Group, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Lauria Dipaolo Control | Vice President | 5-10% | 2025 |
| Joseph Lauria Dipaolo Control | President | Over 75% | 2007 |
| Karen Elaine Dipaolo Control | Chief Compliance Officer | Under 5% | 2022 |
Frequently asked questions
How much does Dipaolo Financial Group, Inc. manage?
Dipaolo Financial Group, Inc. reports $168 million in regulatory assets under management on its Form ADV.
How many employees does Dipaolo Financial Group, Inc. have?
Dipaolo Financial Group, Inc. reports 9 employees.
Where is Dipaolo Financial Group, Inc. located?
Dipaolo Financial Group, Inc. is based in Lutz, FL and has been SEC-registered since 2025.
Does Dipaolo Financial Group, Inc. disclose fund performance?
Dipaolo Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4635 van Dyke Road, Lutz, FL 33558 |
| Phone | 813-475-3130 |
| Fax | 813-501-1361 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$168M▲ 33%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$168Mregulatory AUM
Discretionary $166.4MNon-discretionary $1.6M