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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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