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| Keyboard |
| D'Annunzio Consulting Group LLC
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|---|---|
| CRD # | 144422 |
| SEC # | 801-68118 |
| CIK # | |
| AUM | 1,900.8 M (2026-03-25) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 253-272-1972 |
| Address | 621 Pacific Avenue Tacoma, WA 98402 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 3.2 |
| (b) Individuals (high net worth individuals) | 32 | 1,446.6 |
| (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 | 451.0 |
| (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 | 41 | 1,900.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 41 | 1,900.8 |
| Total | 41 | 1,900.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,900.8 | |
| Total | 41 | 1,900.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Artemis Wealth Advisors LLC
✚
|
NY | 1,914.5 M |
|
DT Investment Partners LLC
✚
|
PA | 1,912.8 M |
|
Resolute Advisors LLC
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|
CA | 1,910.5 M |
|
Continuum Advisory LLC
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|
ID | 1,907.9 M |
|
Patriot Investment Management Group Inc
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|
TN | 1,906.9 M |
|
Pembroke Management Ltd
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|
1,905.1 M | |
|
JAG Capital Management LLC
✚
|
MO | 1,902.0 M |
|
Tributary Capital Management LLC
✚
|
NE | 1,901.0 M |
|
Whittier Advisors LLC
✚
|
CA | 1,893.3 M |
|
RBB Treasury LLC
✚
|
NY | 1,892.9 M |