Holly D'annunzio is a CFA-designated registered investment advisor at D'annunzio Consulting Group, LLC, based in Tacoma, WA, with 26 years of industry experience. Holly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 44 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
D'Annunzio Consulting Group is compensated by a retainer fee, which is negotiated based on the client's needs, complexity, assets under management, number of decision-makers, meeting frequency, investment vehicles, and agreed-upon services. The annual investment advisory fees are prorated and paid quarterly, in advance.
Location
621 Pacific Avenue, Suite 216, Tacoma, WA, 98402
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Holly is a member of several LLCs formed to hold family real estate, dedicating significant time outside of trading hours. She is also a member of Co-Stars Global Research LLC, spending about 10-20% of her time supervising research and managing the business.
Employment History
Current Registrations
D'annunzio Consulting Group, LLC
Previous Registrations
Ctc Consulting, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.