B
CRD: 316925
Buckley Financial Group
Daytona Beach, FL, 32118
3862383382
$53.5M Total AUM
$53.5M Disc. AUM
-- 3Y CAGR
1 Employees
102 ADV. Clients
3 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-15-2022
- Office Locations
- 1
Office Locations
444 Seabreeze Blvd Suite 660 Daytona Beach FL
About Buckley Financial Group
Buckley Financial Group is a Daytona Beach-based RIA. The firm has been operating for 3 years. Managing $53.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$53.5M AVG AUM / ADVISOR
$524.4K AVG AUM / CLIENT
3.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Upgrade to reveal position-level detail across harbor catalyst.
Request access to benchmark trends tied to eagle.
Unlock to compare peer behavior around focus pioneer.
Upgrade to reveal position-level detail across fusion wave.
Unlock to see real insight on summit unison.
Unlock to see real insight on harbor prime.
Unlock to see real insight on fusion glacier.
Request access to benchmark trends tied to vector pioneer.
No keyword tags available.
Owner & Executives
J
JAMES FRANCIS BUCKLEY
Chief Compliance Officer, Managing Member
- CRD
- #1625386
- Ownership
- 75% or more
(415) 261-2848
fusion.ridge@oakcapital.com
in linkedin.com/in/catalyst-catalyst
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,489,874 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,489,874 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $53,489,874
Equity - Exchange:
14.8% Public Funds:
29.5% U.S. Government/Agency:
26.4% Cash:
29.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $195,091,507 | 14.8% |
| Public Funds | $388,864,828 | 29.5% |
| U.S. Government/Agency | $348,001,067 | 26.4% |
| Cash | $386,228,457 | 29.3% |
| Total | $1,318,185,859 | 100.0% |