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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 $1,532,821,682 assets under management, offering retirement planning & investment advisory services to 45 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 | $1,532,821,682 |
| No. of Clients | 45 |
| No. of Advisors | 4 |
Fee Structure
- Fixed Fees
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 45 | $1,532,821,682 |
| Individuals (other than high net worth individuals) | 10 | $4,347,352 |
| High net worth individuals | 32 | $1,156,370,241 |
| Charitable organizations | 3 | $372,104,089 |
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