B
CRD: 126976
Buckram Securities LTD
Locust Valley, NY, 11560
5167597400
$117.3M Total AUM
$117.3M Disc. AUM
10.0% 3Y CAGR
3 Employees
173 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-30-2003
- Office Locations
- 1
Office Locations
168 Forest Avenue Suite 202 Locust Valley NY
About Buckram Securities LTD
Buckram Securities LTD is a Locust Valley-based RIA. The firm has been operating for 22 years. Managing $117.3M in total assets under management, with 2 advisory representatives. They custody assets with Pershing. Services offered include Asset Management, Insurance, Life Insurance.
Team overview
63 AVG AGE
$58.6M AVG AUM / ADVISOR
$677.8K AVG AUM / CLIENT
10.1 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Unison Crest bridge
Client Personas
Crest optima
Investment Themes
Signal fusion Radial zenith
Investment Vehicles
Signal oak Crest
Services
Ember ember Vector element Value capital Bridge Harbor
Owner & Executives
J
JANE MARIE DEBUONA
Finop, President
- CRD
- #5394679
- Ownership
- Less than 5%
(328) 458-1649
eagle.signal@bridgecapital.com
in linkedin.com/in/signal-signal
Showing 1 of 1 owners & executives
Unlock allContacts
P
PETER PHILIP DEBUONA
Chief Compliance Officer, Investment Advisor, President
- CRD
- #1452927
(957) 962-5622
pathway.value@ridgecapital.com
in linkedin.com/in/optima-crest
E
ERIC MATTHEW FILIPPONE
Owner
- CRD
- #6491895
(208) 777-9533
radial.quantum@momentumcapital.com
in linkedin.com/in/signal-summit
Q
Quantum beacon
Delta capital focus
- CRD
- #77080
(886) 562-8877
eagle.bridge@embercapital.com
in linkedin.com/in/unison-crest
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $117,253,324 | $677,765 |
| Non-Discretionary | $0 | -- |
| Total | $117,253,324 | $677,765 |
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Separately Managed Accounts
Total SMA Asset: $117,253,324
Public Funds:
18.6% Equity - Exchange:
13.5% Cash:
7.8% U.S. Government/Agency:
11.5% Corporate - Investment Grade:
30.3% Municipal Bonds:
18.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $377,766,799 | 18.6% |
| Equity - Exchange | $274,185,580 | 13.5% |
| Cash | $158,418,335 | 7.8% |
| U.S. Government/Agency | $233,565,494 | 11.5% |
| Corporate - Investment Grade | $615,394,301 | 30.3% |
| Municipal Bonds | $371,673,786 | 18.3% |
| Total | $2,031,004,295 | 100.0% |