Sharon
Cooper
D'Annunzio Consulting Group, LLC
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About this Advisor
Sharon Cooper is a financial advisor working in Tacoma, Washington with a total of 1 year of industry experience. Cooper is on the advisory team at D'Annunzio Consulting Group, LLC. They have spent all of their employment at D'annunzio Consulting Group, Llc. Cooper has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Washington. D'Annunzio Consulting Group, LLC is a company operating out of Tacoma, WA. It manages $2 billion in total assets across its 45 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises three charitable organizations. Of its 45 accounts, 71% belong to high-net-worth individuals who have more than $1 million in investable assets. The business performs a broad range of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial management largely depend on which service is offered. However, fees charged by D'Annunzio Consulting Group, LLC typically consist of fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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D'Annunzio Consulting Group, LLC Brokerage Details
$1,532,821,682
4
45
$34,062,704
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Sharon Cooper Work History
Sharon has been registered as a financial advisor for 1 years.*
D'Annunzio Consulting Group, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sharon Cooper to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at D'Annunzio Consulting Group, LLC
Tacoma, WA
Tacoma, WA
Tacoma, WA
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