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Home > Retirement Planners > washington > tacoma > D'ANNUNZIO CONSULTING GROUP, LLC
D'ANNUNZIO CONSULTING GROUP, LLC
621 Pacific Avenue
Suite 216
Tacoma, Washington 98402
Tel: 253-272-1972
About D'ANNUNZIO CONSULTING GROUP, LLC
D'ANNUNZIO CONSULTING GROUP, LLC, formally registered with the SEC as D'ANNUNZIO CONSULTING GROUP, LLC. The firm was established in 07/12/2007. They have over 1 offices throughout the country.
D'ANNUNZIO CONSULTING GROUP, LLC is a Tacoma, Washington based Financial Planning firm with nearly $1,640,640,791 assets under management, offering retirement planning & investment advisory services to 46 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 144422 |
| SEC# | 801-68118 |
| Assets Managed by Firm | $1,640,640,791 |
| No. of Clients | 46 |
| No. of Advisors | 4 |
Fee Structure
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (INVESTMENT CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 46 | $1,640,640,791 |
| Individuals (other than high net worth individuals) | 9 | $3,070,420 |
| High net worth individuals | 34 | $1,234,651,902 |
| Charitable organizations | 3 | $402,918,469 |
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