D'annunzio Consulting Group, LLC

D'annunzio Consulting Group, LLC (CRD# 144422) is a financial advisory firm headquartered in Tacoma, WA. They manage $1,534,477,737 in 48 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,534
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $31,968,286
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, WA

Financial Advisors at D'annunzio Consulting Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Holly F. D'annunzio
CRD#: 1028065
621 Pacific Avenue, Suite 216, Tacoma, WA 98402
96
Wealthminder
score

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.

2
Richard L. Hunter
CRD#: 2731835
621 Pacific Avenue, Suite 216, Tacoma, WA 98402
96
Wealthminder
score

Richard Hunter (CRD# 2731835) is an Investment Advisor Representative working at D'annunzio Consulting Group, LLC in Tacoma, WA and has over 20 years of experience in the finance industry.

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