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 $910,992,747 assets under management, offering retirement planning & investment advisory services to 3190 clients. The firm is staffed with 14 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 117984 |
| SEC# | 801-61296 |
| Assets Managed by Firm | $910,992,747 |
| No. of Clients | 3190 |
| No. of Advisors | 14 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3190 | $910,992,747 |
| Individuals (other than high net worth individuals) | 1058 | $315,364,389 |
| High net worth individuals | 221 | $586,337,013 |
| Charitable organizations | 5 | $8,712,788 |
| Corporations or other businesses | 2 | $578,557 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $79,457,379,980 | 1444 | 158 | |
| $78,252,229,704 | 130 | 135 | |
| $54,569,476,420 | 741 | 48 | |
| $30,011,530,941 | 3811 | 127 | |
| $26,738,929,617 | 39 | 84 |
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