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Home > Retirement Planners > colorado > denver > BUCK WEALTH STRATEGIES, LLC
BUCK WEALTH STRATEGIES, LLC
4600 S. Syracuse Street
Suite 650
Denver, Colorado 80237
Tel: 888-210-6567
About BUCK WEALTH STRATEGIES, LLC
BUCK WEALTH STRATEGIES, LLC, formally registered with the SEC as BUCK WEALTH STRATEGIES, LLC. The firm was established in 07/12/2022. They have over 12 offices throughout the country.
BUCK WEALTH STRATEGIES, LLC is a Denver, Colorado based Financial Planning firm with nearly $299,865,422 assets under management, offering retirement planning & investment advisory services to 1979 clients. The firm is staffed with 66 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 322138 |
| SEC# | 801-126075 |
| Assets Managed by Firm | $299,865,422 |
| No. of Clients | 1979 |
| No. of Advisors | 66 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1979 | $299,865,422 |
| Individuals (other than high net worth individuals) | 1141 | $230,621,127 |
| High net worth individuals | 24 | $57,104,617 |
| Pension and profit sharing plans | 18 | $12,139,678 |
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