Dinergy

Dinergy (CRD# 286403) is a financial advisory firm headquartered in Cincinnati, OH. They manage $19,500,000 in 154 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
3700 Park 42 Drive, Suite 130a, Cincinnati, OH 45241
http://www.linkedin.com/company/dinergy-wealth-management
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    154
    ACCOUNTS
  • Average Account Value
    $126,623
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, MI, OH, SC, TX

Financial Advisors at Dinergy
Showing 1 - 4 of 4 top financial advisors.
1
Rocco Beatrice, financial advisor Wichita Falls TX
Rocco V. Beatrice
CRD#: 6721259
Wichita Falls, TX

Rocco Beatrice (CRD# 6721259) is an Investment Advisor Representative working at Dinergy in Wichita Falls, TX and has over 9 years of experience in the finance industry.

2
Timothy Fitzharris, financial advisor Cincinnati OH
Timothy M. Fitzharris
CRD#: 5343964
3700 Park 42 Drive, Suite 130a, Cincinnati, OH 45241

Timothy Fitzharris (CRD# 5343964) is an Investment Advisor Representative working at Dinergy in Cincinnati, OH and has over 16 years of experience in the finance industry.

3
John Mailander, financial advisor Cincinnati OH
John K. Mailander
CRD#: 2188522
3700 Park 42 Drive, Suite 130a, Cincinnati, OH 45241

John Mailander (CRD# 2188522) is an Investment Advisor Representative working at Dinergy in Cincinnati, OH and has over 20 years of experience in the finance industry.

4
Bruce Miller, financial advisor Glennie MI
Bruce A. Miller
CRD#: 5920380
Glennie, MI

Bruce Miller (CRD# 5920380) is an Investment Advisor Representative working at Dinergy in Glennie, MI and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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