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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| D'Annunzio Consulting Group LLC
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|---|---|
| CRD # | 144422 |
| SEC # | 801-68118 |
| CIK # | |
| AUM | $1.7 B (2025-03-21) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 253-272-1972 |
| Address | 621 Pacific Avenue Tacoma, WA 98402 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7 | 2.6 |
| (b) Individuals (high net worth individuals) | 34 | 1,298.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 415.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 44 | 1,716.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 44 | 1,716.7 |
| Total | 44 | 1,716.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,716.7 | |
| Total | 44 | 1,716.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Conservest Capital Advisors Inc
✚
|
PA | 1.7 |
|
Landaas & Company LLC
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|
WI | 1.7 |
|
Novare Capital Management
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NC | 1.7 |
|
Atwood & Palmer Inc
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|
MO | 1.7 |
|
Ashton Thomas Securities LLC
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|
NY | 1.7 |
|
Silveroak Wealth Management LLC
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|
MN | 1.7 |
|
NBC Securities Inc
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|
AL | 1.7 |
|
Smith Group Asset Management LLC
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|
TX | 1.7 |
|
Center for Financial Planning Inc
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|
MI | 1.7 |
|
Nilsine Partners LLC
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|
CO | 1.7 |