RIA Intel›Advisers›Arizona›ANNECY LLC

ANNECY LLC

Advisory

TUCSON, AZ

Data as of Nov 30, 2023 · Source: SEC Form ADV

Average account

$16K

across 1 accounts

AUM per adviser

$16K

1 advisers

Source: SEC Form ADV. Figures as filed Nov 30, 2023.

Total AUM

$16K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$16K

Discretionary AUM$16K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients1

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

1 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

SOLO K WEALTH LLC

SCOTTSDALE, AZ

$20K

TRUERISK CAPITAL MANAGEMENT LLC

PHOENIX, AZ

$25K

ZQUANT ADVISORY, LLC

$30K

MDS INVESTMENTS, INC.

PRESCOTT, AZ

$35K

-99.9% 1Y

THIRD STANZA GROUP LLC

$38K

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