CRD: 144422
D'annunzio Consulting Group, LLC
$1.9B Total AUM
$0 Disc. AUM
7.7% 3Y CAGR
4 Employees
41 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-12-2007
- Office Locations
- 1
Office Locations
621 Pacific Avenue Suite 216 Tacoma WA
About D'annunzio Consulting Group, LLC
D'Annunzio Consulting Group, LLC provides institutional-style investment consulting—custom portfolio design, implementation, and performance measurement—for a select group of national clients. The firm builds bespoke, globally oriented portfolios for trusts, families, private foundations, and other entities, tailoring to tax circumstances and goals. Works with Charles Schwab & Co. as a custodian.
Team overview
60 AVG AGE
$950.4M AVG AUM / ADVISOR
$46.4M AVG AUM / CLIENT
11.6 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
19yrs Firm Age
Insights
Available
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
HOLLY FOSS D'ANNUNZIO
Chief Compliance Officer, Consultant, Managing Member
- CRD
- #1028065
- Ownership
- 75% or more
Available
Available
Available
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SHARON LEE COOPER
Managing Director
- CRD
- #2815356
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,900,775,791 | $46,360,385 |
| Total | $1,900,775,791 | $46,360,385 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available Other:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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