BUFFINGTON MOHR MCNEAL

802 West Bannock Street
Suite 100
Boise, Idaho 83702
Tel: 208-338-5551

About BUFFINGTON MOHR MCNEAL

BUFFINGTON MOHR MCNEAL, formally registered with the SEC as BUFFINGTON MOHR MCNEAL. The firm was established in 09/14/1998. They have over 1 offices throughout the country.

BUFFINGTON MOHR MCNEAL is a Boise, Idaho based Financial Planning firm with nearly $911,759,761 assets under management, offering retirement planning & investment advisory services to 1594 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109361
SEC#	801-55878
Assets Managed by Firm	$911,759,761
No. of Clients	1594
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1594	$911,759,761
Individuals (other than high net worth individuals)	357	$163,266,730
High net worth individuals	224	$598,861,856
Pension and profit sharing plans	9	$28,007,557
Charitable organizations	22	$48,873,702
Corporations or other businesses	3	$2,758,366

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