Dinuzzo Investment Advisors Inc. (Beaver)


Dinuzzo Investment Advisors Inc. is a large advisory firm based in Beaver. It manages $182.8 million of regulatory assets for 520 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Delaware, Florida, Michigan, and 5 other states.

Dinuzzo Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and consultation services, manager of managers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Dinuzzo Investment Advisors: assets under management

The assets under management (AUM) of Dinuzzo Investment Advisors Inc. is $182.8 million. The firm's AUM has grown by 404% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $182.79 million in discretionary accounts and $6.39 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $354.94 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.28 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dinuzzo Investment Advisors Inc. for their services and products based on a percentage of assets under management and hourly charges. 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.

Careers at Dinuzzo Investment Advisors Inc.

Patrick Joseph Dinuzzo has been acting as President since 1 Sep 1989. Carl Joseph Hartman joined the executive team most recently as the Senior Vp, Senior Investment Officer.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Patrick Joseph Dinuzzo President 1 Sep 1989 75% - 100% 2318057
Mark Samuel Dinuzzo Vice president 1 Dec 1997 Other 3069722
Carl Joseph Hartman Senior vp, senior investment officer 1 Mar 2007 Other 2663816

Based in Beaver

The principal office where Dinuzzo Investment Advisors Inc. performs its advisory services is located at 1501 Third St., Beaver, PA 15009, which is also the mailing address of the firm. An additional office of the firm is in Natrona Heights, 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 www.dinuzzo.com.

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