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D'Annunzio Consulting Group, LLC

● SEC registered since 2007CRD 144422SEC# 801-68118Tacoma, WA
Export (members)
Reg. AUM
$1.72B
Employees
4
Accounts
44
Location
Tacoma, WA

D'Annunzio Consulting Group, LLC assets under management

D'Annunzio Consulting Group, LLC operates as an SEC-registered investment adviser based in Tacoma, WA. The firm has been registered since 2007. It reports $1.7 billion in regulatory assets under management and employs 4 people.

D'Annunzio Consulting Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Holly Foss D'Annunzio ControlManaging Member And Chief Compliance OfficerOver 75%2007

Frequently asked questions

How much does D'Annunzio Consulting Group, LLC manage?

D'Annunzio Consulting Group, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.

How many employees does D'Annunzio Consulting Group, LLC have?

D'Annunzio Consulting Group, LLC reports 4 employees.

Where is D'Annunzio Consulting Group, LLC located?

D'Annunzio Consulting Group, LLC is based in Tacoma, WA and has been SEC-registered since 2007.

Does D'Annunzio Consulting Group, LLC disclose fund performance?

D'Annunzio Consulting Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address621 Pacific Avenue, Suite 216, Tacoma, WA 98402
Phone253-272-1972
Office hours8:00 a.m. To 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$1.72B
Total (RAUM)$1.72B