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BUCKMAN ADVISORY GROUP LLC
44 Church Street
Little Silver, New Jersey 07739
Tel: (732) 530-0303
About BUCKMAN ADVISORY GROUP LLC
BUCKMAN ADVISORY GROUP LLC, formally registered with the SEC as BUCKMAN ADVISORY GROUP LLC. The firm was established in 09/24/2004. They have over 2 offices throughout the country.
BUCKMAN ADVISORY GROUP LLC is a Little Silver, New Jersey based Financial Planning firm with nearly $211,896,696 assets under management, offering retirement planning & investment advisory services to 810 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 131688 |
| SEC# | 801-63540 |
| Assets Managed by Firm | $211,896,696 |
| No. of Clients | 810 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 810 | $211,896,696 |
| Individuals (other than high net worth individuals) | 612 | $114,409,995 |
| High net worth individuals | 172 | $68,686,298 |
| Charitable organizations | 7 | $2,668,873 |
| Corporations or other businesses | 7 | $20,790,873 |
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