Daniel George Pappano is a mid-sized advisory firm based in Wilmette. It manages $26 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Illinois.
Daniel George Pappano provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Daniel George Pappano is $26 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -81% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Daniel George Pappano for their services and products based on a percentage of assets under management. 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.
The principal office where Daniel George Pappano performs its advisory services is located at 1003 Michigan Ave, Wilmette, IL 60091, 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 847-340-1614 or by fax 847-251-4558. The normal business hours are 8:00 a.m. to 4:00 p.m. on Monday - Friday.