D'Annunzio Consulting Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tacoma, WA. Its latest Form ADV filing, dated March 25, 2026, reports $1.9B in regulatory assets under management, 4 employees, and 41 accounts.
Assets Under Management
$1.9B
Employees
4
Offices
--
Total Clients
41
Primary office
TACOMA, WA
621 PACIFIC AVENUE, SUITE 216, TACOMA, WA, United States
Top client segmentHNWI represent 78.0% of total clients.
Top client categories% of clientsClients
1
HNWI
78.0%
32
2
Individuals
14.6%
6
3
Charitable
7.3%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.9Bas of March 25, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$1.9B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.9B
Total Accounts41
10Y AUM Change+$13M (+0.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee10:1
10Y Employee Change-3 (-42.9%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.