|
⚲
|
| D'Annunzio Consulting Group LLC
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|
|
|---|---|
| CRD # | 144422 |
| SEC # | 801-68118 |
| CIK # | |
| AUM | $1.5 BB (2023-03-28) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 253-272-1972 |
| Address | 621 Pacific Avenue Tacoma, WA 98402 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 4.3 |
| (b) Individuals (high net worth individuals) | 32 | 1,156.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 372.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 45 | 1,532.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 45 | 1,532.8 |
| Total | 45 | 1,532.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,532.8 | |
| Total | 45 | 1,532.8 |
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|---|---|---|
|
XP Advisory US Inc
✚
|
FL | 1.5 |
|
Moody Lynn & Lieberson LLC
✚
|
MA | 1.5 |
|
Pallas Capital Advisors LLC
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|
MA | 1.5 |
|
ML & R Wealth Management LLC
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|
TX | 1.5 |
|
Intercontinental Wealth Advisors LLC
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|
TX | 1.5 |
|
Manitou Investment Management Ltd
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|
1.5 | |
|
First Citizens Investor Services Inc
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|
NC | 1.5 |
|
North Pier Fiduciary Management LLC
✚
|
CA | 1.5 |
|
Tom Johnson Investment Management LLC
✚
|
OK | 1.5 |
|
AMI Asset Management Corp
✚
|
CA | 1.5 |