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BUCKRAM SECURITIES LTD

168 Forest Avenue
Suite 202
Locust Valley, New York 11560
Tel: 516-759-7400

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About BUCKRAM SECURITIES LTD

BUCKRAM SECURITIES LTD, formally registered with the SEC as BUCKRAM SECURITIES LTD. The firm was established in 03/17/2017. They have over 1 offices throughout the country.

BUCKRAM SECURITIES LTD is a Locust Valley, New York based Financial Planning firm with nearly $92,729,815 assets under management, offering retirement planning & investment advisory services to 133 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#126976
SEC#801-110136
Assets Managed by Firm$92,729,815
No. of Clients133
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Fixed fees

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total133$92,729,815
Individuals (other than high net worth individuals)104$37,477,592
High net worth individuals29$55,252,223

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