DALE BUCKNER, INC.
Total AUM
$167.5M
Employees
3Clients
600Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
301 S. POLK
SUITE 420
AMARILLO
TX 79101
United States
SUITE 420
AMARILLO
TX 79101
United States
Operating Hours
8:30 A.M.-5:30 P.M.
Monday - Friday
Monday - Friday
Phone
1-806-358-7977
Financials
Total AUM
$167.5M
Accounts
837Discretionary
$158.9M
Accounts
801Non-Discretionary
$8.6M
Accounts
36
Clients
Individual Clients
553AUM
$95.7M
HNW Individual Clients
44AUM
$70.5M
Corporation or Business Clients
3AUM
$1.4M
Services
Services Offered
EducationIndividual Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZNMOKTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.