A
$15.8K Total AUM
$15.8K Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
11 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-04-2014
- Office Locations
- 1
Office Locations
2813 E. Broadway Blvd. Tucson AZ
About Annecy LLC
Annecy LLC is a Tucson-based RIA. The firm has been operating for 11 years. Managing $15.8K in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$15.8K AVG AUM / ADVISOR
$7.9K AVG AUM / CLIENT
12 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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No keyword tags available.
Owner & Executives
M
MICHAEL HOWARD SALOMON
Accountant, Chief Compliance Officer, Managing Member
- CRD
- #6279387
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,784 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,784 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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