Buckman Advisory Group LLC

RIASEC Registered

Total AUM

$277M

Discretionary

$277M

100% of AUM

Avg account

$332K

Accounts

834

Employees

Advisory reps

Firm details

Headquarters: Little Silver, New Jersey
CRD number: 131688
Registered since: September 24, 2004
Website: www.buckmanadvisorygroup.com
Custodians: RBC CAPITAL MARKETS, LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
Client types: HNWI52.03%
Individuals35.39%
Corporations / Businesses8.73%
Pension & Profit Sharing Plans2.81%
Charitable Organizations1.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of Periodicals

Firm profile

FINTRX

Overview

Buckman Advisory Group LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registered in 2004) and identifies as a capital allocator serving both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and the publication of periodicals or newsletters. Compensation structures reported include percentage-of-AUM fees, hourly and fixed fees, and commissions. The firm maintains industry relationships with a broker-dealer and an insurance company and does not identify as an active ESG investor.