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BUFFINGTON MOHR MCNEAL
BOISE, ID
208-338-5551
SEC #801-55878Total AUM
$1.1B
Employees
10Clients
666Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
802 WEST BANNOCK STREET
SUITE 100
BOISE
ID 83702
United States
SUITE 100
BOISE
ID 83702
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
208-338-5551
Financials
Total AUM
$1.1B
Accounts
1,738Discretionary
$1B
Accounts
1,648Non-Discretionary
$19.7M
Accounts
90
Clients
Individual Clients
368AUM
$182.8M
HNW Individual Clients
262AUM
$708.4M
Pension/Profit Sharing Plan Clients
9AUM
$32.3M
Charitable Organization Clients
25AUM
$57.7M
Government Entity Clients
1AUM
$58.9M
Corporation or Business Clients
1AUM
$10.1M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLGAIDLAMTNYORTNTXUTWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.