# Annecy LLC

> Annecy LLC is a state-registered investment advisory firm in Tucson, AZ, registered since 2014, reporting under $25 million in regulatory assets under management in its Form ADV filing dated November 30, 2023.

- CRD: 169464
- Filed as: ANNECY LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Tucson, AZ
- Filing period: October 2026
- Form ADV filing dated: November 30, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/169464
- AdvisorCensus page: https://advisorcensus.com/firm/annecy-llc-tucson-az-169464

## Quick answers

**How is Annecy LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Annecy LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Annecy LLC located?**
Annecy LLC's principal office is in Tucson, AZ, according to its Form ADV.

**Is Annecy LLC registered with the SEC or a state?**
Annecy LLC is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 169464.

**How much does Annecy LLC manage?**
Annecy LLC reports $15,784 in regulatory assets under management in its Form ADV filing dated November 30, 2023 (100% discretionary).

**What types of clients does Annecy LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1).

**Does Annecy LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/169464

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $15,784
- Discretionary: $15,784
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $15,784 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2014 (12 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Annecy LLC (CRD 169464): Form ADV filing data as of October 2026.