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DALE BUCKNER, INC.
301 S. Polk
Suite 420
Amarillo, Texas 79101
Tel: 1-806-358-7977
About DALE BUCKNER, INC.
DALE BUCKNER, INC, formally registered with the SEC as DALE BUCKNER, INC. The firm was established in 04/25/2017. They have over 1 offices throughout the country.
DALE BUCKNER, INC. is a Amarillo, Texas based Financial Planning firm with nearly $159,049,911 assets under management, offering retirement planning & investment advisory services to 852 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 116342 |
| SEC# | 801-110346 |
| Assets Managed by Firm | $159,049,911 |
| No. of Clients | 852 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 852 | $159,049,911 |
| Individuals (other than high net worth individuals) | 519 | $104,949,261 |
| High net worth individuals | 35 | $52,742,430 |
| Corporations or other businesses | 3 | $1,358,220 |
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