190 Carondelet Plaza
Suite 600
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 $29,339,693,896 assets under management, offering retirement planning & investment advisory services to 81837 clients. The firm is staffed with 645 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 143319 |
SEC# | 801-67641 |
Assets Managed by Firm | $29,339,693,896 |
No. of Clients | 81837 |
No. of Advisors | 645 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 81837 | $29,339,693,896 |
Individuals (other than high net worth individuals) | 23765 | $7,030,256,443 |
High net worth individuals | 6862 | $17,080,894,438 |
Pension and profit sharing plans | 1538 | $134,043,022 |
Charitable organizations | 156 | $158,996,535 |
Other investment advisers | 69 | $4,615,319,273 |
Corporations or other businesses | 168 | $299,475,405 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$824,988,034,503 | 5086856 | 29003 | |
$558,464,518,060 | 1352052 | 19871 | |
$306,242,186,324 | 282 | 390 | |
$229,554,718,263 | 647 | 225 | |
$169,541,361,944 | 13 | 218 |
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