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BUCKINGHAM STRATEGIC WEALTH, LLC
ST LOUIS, MO
314-725-0455
SEC #801-67640Total AUM
$29.5B
Employees
645Clients
14,627Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8182 MARYLAND AVENUE
SUITE 500
ST LOUIS
MO 63105
United States
SUITE 500
ST LOUIS
MO 63105
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
314-725-0455
Other Offices
55
Financials
Total AUM
$29.5B
Accounts
51,749Discretionary
$27.9B
Accounts
49,901Non-Discretionary
$1.6B
Accounts
1,848
Clients
Individual Clients
7,442AUM
$2.7B
HNW Individual Clients
6,798AUM
$24.9B
Pension/Profit Sharing Plan Clients
186AUM
$542.3M
Charitable Organization Clients
63AUM
$899.4M
Corporation or Business Clients
138AUM
$536.3M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 9 other businesses.