BUCK WEALTH STRATEGIES, LLC
Total AUM
$1.6B
Employees
102Clients
2,948Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
4600 S. SYRACUSE STREET
SUITE 650
DENVER
CO 80237
United States
SUITE 650
DENVER
CO 80237
United States
Operating Hours
8AM TO 5PM
Monday - Friday
Monday - Friday
Phone
888-210-6567
Other Offices
15
Financials
Total AUM
$1.6B
Accounts
5,193Discretionary
$1.6B
Accounts
5,193Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
2,578AUM
$612.3M
HNW Individual Clients
156AUM
$273.3M
Pension/Profit Sharing Plan Clients
209AUM
$748.2M
Corporation or Business Clients
5AUM
$9.1M
Services
Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKARAZCACOFLHIIDILKSKYLAMDMIMOMTNCNENHNMNVNYOKORSCSDTXUTVAWAWI
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.