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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 $782,536,297 assets under management, offering retirement planning & investment advisory services to 1504 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 | $782,536,297 |
| No. of Clients | 1504 |
| No. of Advisors | 10 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1504 | $782,536,297 |
| Individuals (other than high net worth individuals) | 373 | $137,983,629 |
| High net worth individuals | 212 | $516,142,747 |
| Pension and profit sharing plans | 7 | $23,947,876 |
| Charitable organizations | 24 | $49,278,865 |
| Corporations or other businesses | Fewer than 5 clients | $403,559 |
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