8182 Maryland Avenue
Suite 500
St. Louis, Missouri 63105
Tel: 314-725-0455
BUCKINGHAM STRATEGIC PARTNERS, LLC, formally registered with the SEC as BUCKINGHAM STRATEGIC PARTNERS, LLC. The firm was established in 02/01/2007. They have over 1 offices throughout the country.
BUCKINGHAM STRATEGIC PARTNERS, LLC is a St. Louis, Missouri based Financial Planning firm with nearly $24,258,657,720 assets under management, offering retirement planning & investment advisory services to 76566 clients. The firm is staffed with 584 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 143319 |
SEC# | 801-67641 |
Assets Managed by Firm | $24,258,657,720 |
No. of Clients | 76566 |
No. of Advisors | 584 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 76566 | $24,258,657,720 |
Individuals (other than high net worth individuals) | 23711 | $6,737,076,412 |
High net worth individuals | 5622 | $12,796,224,666 |
Pension and profit sharing plans | 1824 | $105,186,006 |
Charitable organizations | 115 | $82,322,790 |
Other investment advisers | 71 | $4,382,672,916 |
Corporations or other businesses | 147 | $133,848,352 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$593,126,816,828 | 4558331 | 28607 | |
WELLS FARGO CLEARING SERVICES, LLC One North Jefferson Avenue, Mail Code: H0004-063 St. Louis, MO, 63103-2205 | $524,940,620,141 | 1428999 | 20587 |
$277,313,111,722 | 216 | 383 | |
$215,298,863,331 | 464 | 213 | |
$149,003,820,688 | 12 | 173 |
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