BUCKINGHAM STRATEGIC WEALTH, LLC

8182 Maryland Avenue
Suite 500
St Louis, Missouri 63105
Tel: 314-725-0455

About BUCKINGHAM STRATEGIC WEALTH, LLC

BUCKINGHAM STRATEGIC WEALTH, LLC, formally registered with the SEC as BUCKINGHAM STRATEGIC WEALTH, LLC. The firm was established in 02/01/2007. They have over 49 offices throughout the country.

BUCKINGHAM STRATEGIC WEALTH, LLC is a St Louis, Missouri based Financial Planning firm with nearly $24,329,498,629 assets under management, offering retirement planning & investment advisory services to 46117 clients. The firm is staffed with 584 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	143323
SEC#	801-67640
Assets Managed by Firm	$24,329,498,629
No. of Clients	46117
No. of Advisors	584

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business
Pension Consulting Services
Selection of Other Advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	46117	$24,329,498,629
Individuals (other than high net worth individuals)	7077	$2,841,667,882
High net worth individuals	5797	$19,882,985,649
Pension and profit sharing plans	166	$406,092,732
Charitable organizations	64	$754,550,528
Corporations or other businesses	118	$444,201,838

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