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

Building 2BUCKMAN ADVISORY GROUP LLC

Map pinLITTLE SILVER, NJ
Phone(732) 530-0303
NotebookSEC #801-63540
Total AUM
$277.3M
Employees
15
Clients
868

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
44 CHURCH STREET
LITTLE SILVER
NJ 07739
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
(732) 530-0303
Other Offices
1

ReceiptFinancials

Total AUM
$277.3M
Accounts
834
Discretionary
$277.3M
Accounts
834
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
589
AUM
$98.1M
HNW Individual Clients
255
AUM
$144.3M
Pension/Profit Sharing Plan Clients
13
AUM
$7.8M
Charitable Organization Clients
6
AUM
$2.9M
Corporation or Business Clients
5
AUM
$24.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
FLNJNYPASCTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account