6856 Loop Road
Dayton, Ohio 45459
Tel: 937-435-2742
BUCKINGHAM CAPITAL MANAGEMENT, INC, formally registered with the SEC as BUCKINGHAM CAPITAL MANAGEMENT, INC. The firm was established in 07/18/2002. They have over 4 offices throughout the country.
BUCKINGHAM CAPITAL MANAGEMENT, INC. is a Dayton, Ohio based Financial Planning firm with nearly $741,910,812 assets under management, offering retirement planning & investment advisory services to 3047 clients. The firm is staffed with 16 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 117984 |
SEC# | 801-61296 |
Assets Managed by Firm | $741,910,812 |
No. of Clients | 3047 |
No. of Advisors | 16 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 3047 | $741,910,812 |
Individuals (other than high net worth individuals) | 1033 | $286,744,596 |
High net worth individuals | 193 | $447,254,003 |
Charitable organizations | 5 | $7,669,215 |
Corporations or other businesses | 2 | $242,998 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$71,982,699,043 | 134 | 133 | |
$71,037,804,050 | 1405 | 151 | |
$25,371,529,349 | 516 | 48 | |
$24,763,108,831 | 4149 | 129 | |
$23,908,418,539 | 68 | 122 |
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