Holly D'annunzio, financial advisor Tacoma WA

Holly D'annunzio

CRD Number: 1028065
Current Firm: D'annunzio Consulting Group, LLC

Holly D'annunzio (CRD# 1028065) is an Investment Advisor Representative working at D'annunzio Consulting Group, LLC in Tacoma, WA and has over 32 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
D'annunzio Consulting Group, LLC Tacoma, WA Jun 2007 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1992
S65 NASAA Investment Advisors Law Examination Jun 1993
Contact Info for Holly F. D'annunzio
Phone Number: 253-272-1972
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    1,641
    MILLIONS
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $35,666,104
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

WA

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