Bonuccelli David L & Associates Inc (Sacramento)

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.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. 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 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.

Careers at Bonuccelli David L & 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. Heather Susanne Cross joined the executive team most recently as the Assistant Vice President.

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
Wendy Gay Powell	Cfo/controller	1 May 2000	Other	4349848
Eric Stephen Wolfe	Vice president of acquisitions	1 May 2006	Other	5308035
Bettina Tsukiko Mccauslin	Vp of land use and entitlements	1 Mar 2008	Other	5509412
Eric Stephen Wolfe	Exec vp acquisitions	1 Mar 2008	Other	5308035
Wendy Gay Powell	Exec vp/cfo/chief compliance officer	1 Mar 2008	Other	4349848
Richard Highfield	Exec vp	1 Oct 2009	Other	4790052
Wendy Gay Powell	Sr exec vp/cfo	1 Feb 2010	Other	4349848
Heather Susanne Cross	Assistant vice-president	1 Jun 2014	Other	6466823

Based in Sacramento

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.