D'annunzio Consulting Group, LLC

D'annunzio Consulting Group, LLC (CRD# 144422) is a financial advisory firm headquartered in Tacoma, WA. They manage $1,640,640,791 in 46 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
621 Pacific Avenue, Suite 216, Tacoma, WA 98402
https://www.dannunzioconsulting.com
By the Numbers
  • Total Assets Under Management
    1,641
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at D'annunzio Consulting Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Holly D'annunzio, financial advisor Tacoma WA
Holly F. D'annunzio
CRD#: 1028065
621 Pacific Avenue, Suite 216, Tacoma, WA 98402

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.

2
Sharon Cooper, financial advisor Tacoma WA
Sharon L. Cooper
CRD#: 2815356
621 Pacific Avenue, Suite 216, Tacoma, WA 98402

Sharon Cooper (CRD# 2815356) is an Investment Advisor Representative working at D'annunzio Consulting Group, LLC in Tacoma, WA and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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