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BUFFINGTON MOHR MCNEAL

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

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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 StatusApproved
Firm CRD#109361
SEC#801-55878
Assets Managed by Firm$911,759,761
No. of Clients1594
No. of Advisors10

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 ClientsAUM
Firm Total1594$911,759,761
Individuals (other than high net worth individuals)357$163,266,730
High net worth individuals224$598,861,856
Pension and profit sharing plans9$28,007,557
Charitable organizations22$48,873,702
Corporations or other businesses3$2,758,366

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