DAVID L. BONUCCELLI & ASSOCIATES, INC.

SACRAMENTO, California·5 registered advisors·CRD# 106441

SEC# 801-528060916-567-6666

01

Firm Overview

AUM

—

Regulatory assets under management

Employees

4

Total firm employees

Advisors

5

Registered representatives

02

Services & Fees

Advisory Services

Publication of periodicals/newsletters

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Advisors at DAVID L. BONUCCELLI & ASSOCIATES, INC.

5 registered advisors

Bettina Tsukiko Mccauslin

SACRAMENTO, California

David Lee Bonuccelli

SACRAMENTO, California

Deborah Jean Bonuccelli

SACRAMENTO, California

Heather Susanne Cross

SACRAMENTO, California

Wendy Gay Powell

SACRAMENTO, California

05

Office Locations

SACRAMENTO, California

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Data sourced from SEC Form ADV filings. DAVID L. BONUCCELLI & ASSOCIATES, INC. (CRD# 106441) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.