Piccolo Investment Consulting, LLC

RIASEC Registered

Total AUM

$110M

Discretionary

$110M

100% of AUM

Avg account

$561K

Accounts

196

Employees

Advisory reps

Firm details

Headquarters: Denton, Texas
CRD number: 170272
Website: picinvesting.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals43.71%
HNWI41.51%
Corporations / Businesses14.78%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Piccolo Investment Consulting, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm focuses on advising individuals and families, and it provides portfolio management services for individual investors and small businesses. Its fee structure combines a percentage-of-assets model with hourly billing, indicating it serves both ongoing wealth-management clients and project- or advice-based relationships. The firm does not characterize itself as an active ESG investor and is not listed as a multi-state adviser.