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Building 2TED BUCHAN & COMPANY

Map pinSAN DIEGO, CA
Phone858-605-0686
NotebookSEC #801-67097
Total AUM
$50.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
11777 BERNARDO PLAZA COURT
SUITE 109
SAN DIEGO
CA 92128
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
858-605-0686

ReceiptFinancials

Total AUM
$50.4M
Accounts
664
Discretionary
$36.5M
Accounts
544
Non-Discretionary
$13.9M
Accounts
120

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAKSTX

HandshakeAffiliates

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

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