Holly D'annunzioCRD 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 24 years of experience in the finance industry.
Byrne & Company Wealth Management, LLC
Northern Lights Advisors, Inc.
Kutscher Rhodes & Benner, Inc.
|D'annunzio Consulting Group, LLC||Tacoma, WA||Jun 2007 - Current||9|
|Ctc Consulting, Inc.||Tacoma, WA||Feb 1999 - Jun 2007||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1992|
|S65||NASAA Investment Advisors Law Examination||Jun 1993|
Total Assets Under Management1,534MILLIONS
Total Number of Accounts48ACCOUNTS
Average Account Value$31,968,286
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)