Bonuccelli David L & Associates Inc is a pension cosultant based in Sacramento. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Bonuccelli David L & Associates provides pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The advisory firm has several streams of revenue. Clients pay Bonuccelli David L & Associates Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of David Lee Bonuccelli is pension and profit sharing plans with 1 clients and $0 of assets under management. Among the 3 most similar advisory firms, Bonuccelli David L & Associates has the highest percentage of pension and profit sharing plans out of all clients.
None of the firm’s clients are foreign persons or businesses.
Bonuccelli David L & Associates doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 25 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
David Lee Bonuccelli has been acting as President since 1 May 1996. Heather Susanne Cross joined the executive team most recently as the Assistant Vice President.
The principal office where Bonuccelli David L & Associates Inc performs its advisory services is located at 701 University Avenue, Sacramento, CA 95825, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 916-567-6666 or by fax 916-567-6670. The normal business hours are 8:30am - 5:00pm on Monday - Friday.