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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