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BUCKINGHAM STRATEGIC PARTNERS, LLC

190 Carondelet Plaza
Suite 600
St. Louis, Missouri 63105
Tel: 314-725-0455

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About BUCKINGHAM STRATEGIC PARTNERS, LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#143319
SEC#801-67641
Assets Managed by Firm$29,339,693,896
No. of Clients81837
No. of Advisors645

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Other (FEE SHARING WITH INDEPENDENT REGISTERED INVESTMENT ADVISORS)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Publication of periodicals and newsletters
  • Education seminars/workshops
  • Other (TURNKEY ASSET MANAGEMENT PROVIDER)

Firm Client Information

No. of ClientsAUM
Firm Total81837$29,339,693,896
Individuals (other than high net worth individuals)23765$7,030,256,443
High net worth individuals6862$17,080,894,438
Pension and profit sharing plans1538$134,043,022
Charitable organizations156$158,996,535
Other investment advisers69$4,615,319,273
Corporations or other businesses168$299,475,405

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