BUCKLEY CAPITAL ADVISORS, LLC

1111 Lincoln Road, Suite 610
Miami Beach, Florida 33139
Tel: 347-292-9957

About BUCKLEY CAPITAL ADVISORS, LLC

BUCKLEY CAPITAL ADVISORS, LLC, formally registered with the SEC as BUCKLEY CAPITAL ADVISORS, LLC. The firm was established in 05/18/2017. They have over 2 offices throughout the country.

BUCKLEY CAPITAL ADVISORS, LLC is a Miami Beach, Florida based Financial Planning firm with nearly $133,254,690 assets under management, offering retirement planning & investment advisory services to 15 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	268818
SEC#	801-110484
Assets Managed by Firm	$133,254,690
No. of Clients	15
No. of Advisors	3

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	15	$133,254,690
High net worth individuals	5	$18,790,874
Charitable organizations	1	$1,891,308

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