D'Annunzio Consulting Group, LLC
● SEC registered since 2007CRD 144422SEC# 801-68118Tacoma, WA
Reg. AUM
$1.9B
Employees
4
Accounts
41
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 $1.9 billion in regulatory assets under management and employs 4 people.
D'Annunzio Consulting Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Holly Foss D'Annunzio Control | Managing Member And Chief Compliance Officer | Over 75% | 2007 |
Frequently asked questions
How much does D'Annunzio Consulting Group, LLC manage?
D'Annunzio Consulting Group, LLC reports $1.9 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
| Address | 621 Pacific Avenue, Suite 216, Tacoma, WA 98402 |
| Phone | 253-272-1972 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.9B▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$1.9Bregulatory AUM
Discretionary $0Non-discretionary $1.9B