Piccolo Investment Consulting, LLC
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
FINTRXOverview
Piccolo Investment Consulting, LLC is an independent, individual-owned registered investment adviser that provides portfolio management for individuals and small businesses. The firm charges clients based on a percentage of assets under management and also offers hourly fee arrangements. Its client base is focused on individual and family investors. Piccolo does not present itself as an ESG-focused manager and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities35%
- Public Funds/Mutual Funds33%
- Cash & Cash Equivalents32%
Contacts
2 of 2
James Chick
IARCRD 5278798
David Piccolo
Managing MemberCRD 2327089
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Denton, TX
Denton
Location
Denton, TX
Headquartered in Denton, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Denton
- Address
- 700 Londonderry Ln
- Time zone
- CT (UTC-6)
- Office locations
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