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Building 2D'ANNUNZIO CONSULTING GROUP, LLC

Map pinTACOMA, WA
Phone253-272-1972
NotebookSEC #801-68118
Total AUM
$1.9B
Employees
4
Clients
41

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
621 PACIFIC AVENUE
SUITE 216
TACOMA
WA 98402
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
253-272-1972

ReceiptFinancials

Total AUM
$1.9B
Accounts
41
Discretionary
$0
Accounts
0
Non-Discretionary
$1.9B
Accounts
41

ContactClients

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Individual Clients
6
AUM
$3.2M
HNW Individual Clients
32
AUM
$1.4B
Charitable Organization Clients
3
AUM
$451M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
INVESTMENT CONSULTING
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
WA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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