Overview
Assets Under Management: $29.5 billion
Headquarters: ST LOUIS, MO
High-Net-Worth Clients: 6,798
Average Client Assets: $3.7 million
Frequently Asked Questions
BUCKINGHAM STRATEGIC WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #143323), BUCKINGHAM STRATEGIC WEALTH, LLC is subject to fiduciary duty under federal law.
BUCKINGHAM STRATEGIC WEALTH, LLC is headquartered in ST LOUIS, MO.
BUCKINGHAM STRATEGIC WEALTH, LLC serves 6,798 high-net-worth clients according to their SEC filing dated August 09, 2024. View client details ↓
According to their SEC Form ADV, BUCKINGHAM STRATEGIC WEALTH, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
BUCKINGHAM STRATEGIC WEALTH, LLC manages $29.5 billion in client assets according to their SEC filing dated August 09, 2024.
According to their SEC Form ADV, BUCKINGHAM STRATEGIC WEALTH, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Recent Rankings
Barron's 2024:
10
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 6,798
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.30%
Average Client Assets: $3.7 million
Total Client Accounts: 51,749
Discretionary Accounts: 49,901
Non-Discretionary Accounts: 1,848
Regulatory Filings
CRD Number: 143323
Filing ID: 1879948
Last Filing Date: 2024-08-09 14:02:00