B
CRD: 131688
Buckman Advisory Group LLC
$277.3M Total AUM
$277.3M Disc. AUM
8.2% 3Y CAGR
15 Employees
1,736 ADV. Clients
21 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- RBC ยท SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-24-2004
- Office Locations
- 8
Office Locations
1001 Yamato Rd. Boca Raton FL
44 Church Street Little Silver NJ
631 US Highway 1 North Palm Beach FL
About Buckman Advisory Group LLC
Buckman Advisory Group LLC is a Little Silver-based RIA with 8 offices. The firm has been operating for 21 years. Managing $277.3M in total assets under management, with 15 advisory representatives. They custody assets with RBC and SEI. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
45 AVG AGE
$18.5M AVG AUM / ADVISOR
$159.7K AVG AUM / CLIENT
10.1 yrs AVG TENURE
15 Employees
15 Advisory Reps
15 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Momentum vital Signal oak
Investment Themes
Pioneer north Alpha radial
Investment Vehicles
Alpha vector
Platform
Catalyst
Services
Prime Vertex Vector Summit Capital delta Delta
Owner & Executives
HARRY JOHN BUCKMAN
Managing Member
- CRD
- #2202467
- Ownership
- Less than 5%
(936) 810-5916
momentum.focus@quantumcapital.com
in linkedin.com/in/ember-atlas
H
HARRY JOHN BUCKMAN
Owner
- CRD
- #1090909
- Ownership
- Less than 5%
(958) 307-4415
crest.foundation@pathwaycapital.com
in linkedin.com/in/summit-foundation
W
Wave alpha
Atlas summit
- CRD
- #36535
- Ownership
- 19.3%
(223) 280-3781
optima.quantum@capitalcapital.com
in linkedin.com/in/summit-quantum
Showing 2 of 4 owners & executives
Unlock allContacts
WENDY BETH ADLER
--
- CRD
- #5103186
(379) 726-8588
element.momentum@atlascapital.com
in linkedin.com/in/catalyst-focus
PATRICK PAUL APPELLO
--
- CRD
- #1290292
(357) 525-2370
quantum.crest@quantumcapital.com
in linkedin.com/in/peak-glacier
L
Legacy harbor
Optima frontier ridge
- CRD
- #39829
(740) 415-6888
meridian.matrix@signalcapital.com
in linkedin.com/in/legacy-fusion
Showing 2 of 18 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $277,300,828 | $332,495 |
| Non-Discretionary | $0 | -- |
| Total | $277,300,828 | $332,495 |
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Separately Managed Accounts
Total SMA Asset: $277,300,828
Public Funds:
17.1% Equity - Exchange:
14.1% Derivatives:
22.0% Cash:
12.5% Municipal Bonds:
34.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,210,012,882 | 17.1% |
| Equity - Exchange | $997,729,920 | 14.1% |
| Derivatives | $1,556,741,720 | 22.0% |
| Cash | $884,512,341 | 12.5% |
| Municipal Bonds | $2,427,101,863 | 34.3% |
| Total | $7,076,098,726 | 100.0% |