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D'ANNUNZIO CONSULTING GROUP, LLC

CRD 144422 · SEC 801-68118

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621 PACIFIC AVENUE, SUITE 216, TACOMA, WA, 98402, United States

Phone

253-272-1972

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.90B

Discretionary AUM

$0

Team

4 total employees; 2 advisory reps

Clients

—

Fees

Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-25

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersINVESTMENT CONSULTING

Client types

TypeClientsAUM
Individuals6$3.2M
High net worth individuals32$1.45B
Charitable organizations3$451.0M

States served

WA

All web addresses on file

Official SEC filing: View on IAPD