Overview
Assets Under Management: $168 million
Headquarters: AMARILLO, TX
High-Net-Worth Clients: 44
Average Client Assets: $1.6 million
Frequently Asked Questions
DALE BUCKNER, INC. 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 #116342), DALE BUCKNER, INC. is subject to fiduciary duty under federal law.
DALE BUCKNER, INC. is headquartered in AMARILLO, TX.
DALE BUCKNER, INC. serves 44 high-net-worth clients according to their SEC filing dated April 17, 2025. View client details ↓
According to their SEC Form ADV, DALE BUCKNER, INC. offers portfolio management for individuals and educational seminars and workshops. View all service details ↓
DALE BUCKNER, INC. manages $168 million in client assets according to their SEC filing dated April 17, 2025.
According to their SEC Form ADV, DALE BUCKNER, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.07%
Average Client Assets: $1.6 million
Total Client Accounts: 837
Discretionary Accounts: 801
Non-Discretionary Accounts: 36
Regulatory Filings
CRD Number: 116342
Filing ID: 1980199
Last Filing Date: 2025-04-17 16:01:00