ANNECY LLC

RIASEC Registered
Total AUM
$15.8K
Discretionary
$15.8K
100% of AUM
Avg account
$15.8K
Accounts
1
Employees
1
Advisory reps
1

Firm details

Headquarters
TUCSON, Arizona
CRD number
169464
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Annecy LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM, hourly and fixed fees and reports a preference for equity exposure as the primary building block for client portfolios. Annecy LLC is not an active ESG investor, is not setup as a multi-state adviser, and is organized as a limited liability company with individual ownership. Its practice model appears boutique in scale and client focus, with advisory activities centered on personalized planning and discretionary portfolio oversight. Annecy LLC also maintains a relationship with accounting professionals as part of its service network, which supports tax-aware planning and reporting for clients. The firm does not act as a capital allocator and does not present itself as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • MICHAEL SALOMON

    FounderCRD 6279387

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

TUCSON, AZ

PIMA

Location

TUCSON, AZ

Headquartered in TUCSON, AZ, anchoring the Tucson-Nogales, AZ metro in the West.

Metro area
Tucson-Nogales, AZ
Region
West
County
PIMA
Address
2813 E Broadway Blvd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth