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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Meridian harbor
- Established Date
- 03-20-2014
- Office Locations
- 1
Office Locations
About Piccolo Investment Consulting, LLC
Piccolo Investment Consulting, LLC is a Texas-registered RIA led by managing member David Piccolo. The firm provides asset management and financial planning, including portfolio construction, tax and estate planning, and insurance guidance. It builds client portfolios with a strong ETF orientation and a risk-management focus, serving retail and institutional relationships, with custody through major platforms such as Schwab and Fidelity.
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Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
DAVID AARON PICCOLO
Investment Advisor Representative, Managing Member
- CRD
- #2327089
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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James Allen Chick
--
- CRD
- #5278798
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $97,438,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $97,438,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $97,438,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $521,404,216 | 12.6% |
| Public Funds | $1,733,875,924 | 41.9% |
| Cash | $1,882,848,558 | 45.5% |
| Total | $4,138,128,698 | 100.0% |