TED BUCHAN & COMPANY
Firm details
- Headquarters
- SAN DIEGO, California
- CRD number
- 140722
- Registered since
- May 21, 2018
- Website
- www.tedbuchan.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI86.48%
- Individuals13.52%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
TED Buchan & Company is an independent registered investment adviser organized as an LLC and SEC-registered in 2018. The firm is individually owned and serves primarily individual and family clients, with portfolio management and financial planning for individuals and small businesses as its core advisory activities. Its fees combine a percentage-of-AUM structure with the option for fixed-fee engagements. TED Buchan & Company does not market itself as an active ESG investor, does not act as a capital allocator, and is not presented as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Public Funds/Mutual Funds21%
- State & Local Bonds2%
- Cash & Cash Equivalents2%
Contacts
3 of 3KIMBERLEY MILLER
Director of OperationsCRD 6169049
EDWARD BUCHAN
PresidentCRD 2301238
Eric Schmid
PartnerCRD 6761692
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 41Active vs passive
$218M in ETFs
92%
$201M
8%
$17M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE US AGGREGATE BOND ETF (AGG) | BlackRock | Passive | Intermediate Core Bond | $27M | 271,991 | 12.38% |
Location
SAN DIEGO, CA
SAN DIEGO
Location
SAN DIEGO, CA
Headquartered in SAN DIEGO, CA, in the West of the United States.
- Region
- West
- County
- SAN DIEGO
- Address
- 12396 World Trade Dr
- Time zone
- PT (UTC-8)
- Office locations
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