Overview
Assets Under Management: $911 million
Headquarters: DAYTON, OH
High-Net-Worth Clients: 221
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 221
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.36
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 3,190
Discretionary Accounts: 2,996
Non-Discretionary Accounts: 194
Regulatory Filings
CRD Number: 117984
Last Filing Date: 2024-04-11 00:00:00
Website: https://mybuckingham.com