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Daniel G Pappano (Wilmette)


Daniel G Pappano is a large advisory firm based in Wilmette. It manages $240 million of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Illinois.

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Daniel G Pappano provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Daniel G Pappano: assets under management

The assets under management (AUM) of Daniel G Pappano is $240 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $240 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $10 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Daniel G 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.

Based in Wilmette

The principal office where Daniel G Pappano performs its advisory services is located at 1003 Michigan Ave, Wilmette, IL 60091 The mailing address of the firm is P. O. Box 248, Wilmette, IL 60091. 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. You can find more information about the New York firm at dpappano@aol.com.


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