RIA Intelligence

DICCIANNI FINANCIAL GROUP, INC.

CRD #149332 SEC #801-133763 EAST NORRITON, PA 484-681-9046
SEC Registered
Total AUM
$111.2M
Discretionary
$111.2M
Employees
4
Clients
101
Accounts
323

Firm Details

Organization Type
Corporation
State of Formation
Pennsylvania
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 14, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DICCIANNI, CYNTHIA, DEMETRISIPRINCIPAL, CEO, CCOE Control
DICCIANNI, CYNTHIA, DEMETRISIPRINCIPAL, CEO, CCOE Control
DICCIANNI, CYNTHIA, DEMETRISIPRINCIPAL, CEO, CCOE Control
DICCIANNI, CYNTHIA, DEMETRISIPRINCIPAL, CEO, CCOE Control

Registrations

Federal

IA
Nov 14, 2025 REGISTERED

Notice Filings (4)

NC NE NJ PA

Address

333 WEST GERMANTOWN PIKE
EAST NORRITON, PA 19403
United States
Phone: 484-681-9046