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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