|
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|
| D'Annunzio Consulting Group LLC
✚
| |
|---|---|
| CRD # | 144422 |
| SEC # | 801-68118 |
| CIK # | |
| AUM | $1.6 BB (2024-03-21) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 253-272-1972 |
| Address | 621 Pacific Avenue Tacoma, WA 98402 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 3.1 |
| (b) Individuals (high net worth individuals) | 34 | 1,234.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 402.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 46 | 1,640.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 46 | 1,640.6 |
| Total | 46 | 1,640.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,640.6 | |
| Total | 46 | 1,640.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Millennium Investment and Retirement Advisors LLC
✚
|
NC | 1.7 |
|
Intrua Financial LLC
✚
|
TX | 1.7 |
|
St Denis J Villere & Co LLC
✚
|
LA | 1.6 |
|
Human Investing LLC
✚
|
OR | 1.6 |
|
Cherry Creek Family Offices LLC
✚
|
CO | 1.6 |
|
GIA Partners LLC
✚
|
NY | 1.6 |
|
Argos Capital Partners LLC
✚
|
MO | 1.6 |
|
Quadrant Private Wealth Management LLC
✚
|
PA | 1.6 |
|
Keebeck Partners LLC
✚
|
IL | 1.6 |
|
Kiley Juergens Wealth Management LLC
✚
|
WA | 1.6 |