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Building 2DALE BUCKNER, INC.

Map pinAMARILLO, TX
Phone1-806-358-7977
NotebookSEC #801-110346
Total AUM
$167.5M
Employees
3
Clients
600

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
301 S. POLK
SUITE 420
AMARILLO
TX 79101
United States
Operating Hours
8:30 A.M.-5:30 P.M.
Monday - Friday
Phone
1-806-358-7977

ReceiptFinancials

Total AUM
$167.5M
Accounts
837
Discretionary
$158.9M
Accounts
801
Non-Discretionary
$8.6M
Accounts
36

ContactClients

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Individual Clients
553
AUM
$95.7M
HNW Individual Clients
44
AUM
$70.5M
Corporation or Business Clients
3
AUM
$1.4M

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZNMOKTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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