David L. Bonuccelli & Associates, Inc. (Sacramento)

David L. Bonuccelli & Associates, Inc. is a pension cosultant based in Sacramento. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of California.

David L. Bonuccelli & 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.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay David L. Bonuccelli & 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.

What kind of clients David Lee Bonuccelli serves?

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 4 most similar advisory firms, David L. Bonuccelli & 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.

David L. Bonuccelli & Associates doesn't advise any private funds.

Careers at David L. Bonuccelli & Associates, Inc.

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. Deborah Jean Bonuccelli joined the executive team most recently as the Secretary/Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Lee Bonuccelli	President/ceo/director/chief compliance officer	1 May 1996	50% - 75%	1180593
Deborah Jean Bonuccelli	Secretary/director	1 May 1996	50% - 75%	4349847

Based in Sacramento

The principal office where David L. Bonuccelli & Associates, Inc. performs its advisory services is located at 555 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.