68
Piccolo Investment Consulting, LLC registers with the SEC (Denton, TX)
New SEC-registered adviser · CRD 170272 · 801-137372 · effective 2026-10-06
Effective 2026-10-06. 2 employees (2 advisory), $110M regulatory AUM across 196 accounts. Notice-filed in LA, TX. Limited Liability Company (TX).
Has custody
Contact (from the filing)
The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.
Who this is for
- Compliance consulting
- RIA software (CRM, portfolio, billing)
- Custodian / clearing
- Archiving & surveillance
- Cybersecurity / managed IT
- E&O insurance