M
$1.1M Total AUM
$1.1M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
23 yrs Firm Age
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- Custodian
- Prudential ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-16-2003
- Office Locations
- 1
Office Locations
-- Frewsburg NY
About Mark Bussey & Associates, LC
Mark Bussey & Associates, LC is a Phoenix-based RIA. The firm has been operating for 23 years. Managing $1.1M in total assets under management, with 1 advisory representatives. They custody assets with Prudential and TD Ameritrade.
Team overview
-- AVG AGE
$1.1M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
17.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Vehicles
Available
Services
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Owner & Executives
M
MARK STUART BUSSEY
Partner, PRINCIPAL
- CRD
- #2322358
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,130,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,130,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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