1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2TED BUCHAN & COMPANY

Map pinSAN DIEGO, CA
Phone858-605-0686
NotebookSEC #801-113273
Total AUM
$413.2M
Employees
7
Clients
383

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12396 WORLD TRADE DRIVE
SUITE 112
SAN DIEGO
CA 92128
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
858-605-0686

ReceiptFinancials

Total AUM
$413.2M
Accounts
1,235
Discretionary
$374.3M
Accounts
1,170
Non-Discretionary
$38.9M
Accounts
65

ContactClients

View more in analytics →

Individual Clients
276
AUM
$55.9M
HNW Individual Clients
107
AUM
$357.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAGATX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account