DiNuzzo Index Advisors

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

1501 3rd St, Beaver, Pennsylvania, 15009...

Phone Number

(724) 728-6564

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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ZI Rank
1
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1

About DiNuzzo Index Advisors

DiNuzzo Wealth Management is an SEC Registered Investment Advisory Firm that has been operating since 1989, managing over $1.162 billion in assets. The firm focuses on providing fiduciary standard wealth management services, emphasizing financial wellness and life planning for its clients. With a team of experienced professionals, they cater to a diverse clientele across 33 states, aiming to empower individuals to achieve their best life through informed financial decisions. Their commitment to client satisfaction has earned them recognition as a top wealth management firm in the country.Explore more
DiNuzzo Index Advisors's Social MediaPopular SearchesDinuzzo Index Advisors IncDinuzzo Investment AdvisorsDi Nuzzo Investment AdvisorsDinuzzo Private Wealth IncDinuzzoSIC Code 62,628NAICS Code 52,523Show more

DiNuzzo Index Advisors Org Chart

PhoneEmail
LT
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Vice President, Wealth Advisor and Wealth Pla...

PhoneEmail
JP
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Vice President, Wealth Planning

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PhoneEmail
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DL
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Bookkeeping Manager

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MC
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Manager, Tax

PhoneEmail
KR
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Manager, Portfolio Reporting

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Compare Similar Companies to DiNuzzo Index Advisors

Compare insights from companies similar to DiNuzzo Index Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

DiNuzzo Index Advisors

<$5M
11-50
Private
-
1989
LT
Leslie Taylor-NeumannVice President, Wealth Advisor and Wealth Planning Team Leader
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
1987
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
1-10
Private
-
2013
LR
Linda ReznyExecutive Vice President & Director, Operations
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPortfolio Manager, Managing Member & Principal
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Company Profile Activity

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Activity Insights

DiNuzzo Index Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

DiNuzzo Index Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about DiNuzzo Index Advisors.

DiNuzzo Index Advisors Tech Stack

A closer look at the technologies used by DiNuzzo Index Advisors

DiNuzzo Index Advisors News & Media

  • P.J. DiNuzzo Authors New Book, “The Seven Keys to Investing Success”

    BEAVER, Pa.--(BUSINESS WIRE)--DiNuzzo Wealth Management is pleased to announce that P.J. DiNuzzo, CPA, PFS™, AIF®, MBA, MSTx, founder and president of the company, has published, “The Seven Keys to Investing Success.” With more than 30 years of experience in the industry helping people navigate their way through retirement planning, DiNuzzo shares coveted information to help readers take the stress out of financially preparing for their golden years. The book was published on Aug. 25 and
Read more news

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Frequently Asked Questions Regarding DiNuzzo Index Advisors

What is DiNuzzo Index Advisors's official website?
DiNuzzo Index Advisors's official website is www.dinuzzo.com
What is DiNuzzo Index Advisors's Revenue?
DiNuzzo Index Advisors's revenue is <$5 Million
What is DiNuzzo Index Advisors's SIC code?
DiNuzzo Index Advisors's SIC: 62,628
What is DiNuzzo Index Advisors's NAICS code?
DiNuzzo Index Advisors's NAICS: 52,523
How many employees does DiNuzzo Index Advisors have?
DiNuzzo Index Advisors has 11-50 employees
What industry does DiNuzzo Index Advisors belong to?
DiNuzzo Index Advisors is in the industry of: Finance, Securities Trading
What is DiNuzzo Index Advisors competition?
DiNuzzo Index Advisors top competitors include: Rezny Wealth Management, Furlong Investment Solutions, Stockade Wealth Management, Darrow Wealth Management
What technology does DiNuzzo Index Advisors use?
Some of the popular technologies that DiNuzzo Index Advisors uses are: WooCommerce, WordPress.org, PHP, AppRiver
How do I contact DiNuzzo Index Advisors?
DiNuzzo Index Advisors contact info: Phone number: (724) 728-6564 Website: www.dinuzzo.com
What does DiNuzzo Index Advisors do?

DiNuzzo Wealth Management is an SEC Registered Investment Advisory Firm that has been operating since 1989, managing over $1.162 billion in assets. The firm focuses on providing fiduciary standard wealth management services, emphasizing financial wellness and life planning for its clients. With a team of experienced professionals, they cater to a d... iverse clientele across 33 states, aiming to empower individuals to achieve their best life through informed financial decisions. Their commitment to client satisfaction has earned them recognition as a top wealth management firm in the country.Read More

What are DiNuzzo Index Advisors social media links?
DiNuzzo Index Advisors Linkedin page DiNuzzo Index Advisors Twitter page
Is DiNuzzo Index Advisors a public company?
DiNuzzo Index Advisors is private company therefore does not currently have an official ticker symbol
See more information about DiNuzzo Index Advisors

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