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ANNECY LLC
CRD 169464
2813 E. BROADWAY BLVD., TUCSON, AZ, 85716, United States
Phone
(520) 589-7000
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$16K
Discretionary AUM
$16K
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2023-11-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $16K |
Official SEC filing: View on IAPD