TED BUCHAN & COMPANY

12396 World Trade Drive
Suite 112
San Diego, California 92128
Tel: 858-605-0686

About TED BUCHAN & COMPANY

TED BUCHAN & COMPANY, formally registered with the SEC as TED BUCHAN & COMPANY. The firm was established in 05/21/2018. They have over 1 offices throughout the country.

TED BUCHAN & COMPANY is a San Diego, California based Financial Planning firm with nearly $285,470,698 assets under management, offering retirement planning & investment advisory services to 1131 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	140722
SEC#	801-113273
Assets Managed by Firm	$285,470,698
No. of Clients	1131
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1131	$285,470,698
Individuals (other than high net worth individuals)	266	$64,149,355
High net worth individuals	81	$221,321,343

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