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D'Annunzio Consulting Group, LLC.

EST. AUM
$1,900,775,791

CONTACTS
5

CLIENT ACCOUNTS
41

Firm Details

Metro area Seattle
CRD Number 144422
Website dannunzioconsulting.com
Client types

Overview

D'Annunzio Consulting Group, LLC consults to a select group of national clients in the area of custom investment portfolio design, implementation, and measurement. They specialize in guiding investors through global choices for each trust, family member, private foundation, and other legal entity. Since no two clients have the same resources, experiences, preferences, tax circumstances, interests, goals, or knowledge, they build unique portfolios for each. Their consulting approach is the standard for institutions such as billion-dollar-plus pension plans, but they offer it to smaller institutions and families as well.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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