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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