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| Buckingham Strategic Wealth LLC
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|---|---|
| CRD # | 143323 |
| SEC # | 801-67640 |
| CIK # | 0001542421 |
| AUM | $29.5 BB (2024-08-09) |
| Employees | 645 (48% Investors, 2% Brokers) |
| Phone | 314-725-0455 |
| Address | 8182 Maryland Avenue St Louis, MO 63105 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.1 | |
| MSFT | 1,918.2 | 0.1 | |
| META | 434.9 | 0.1 | |
| AMZN | 1,093.0 | 0.1 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7,442 | 2.7 |
| (b) Individuals (high net worth individuals) | 6,798 | 24.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 186 | 0.5 |
| (h) Charitable organizations | 63 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 138 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 51,749 | 29.5 |
| By Discretionary | ||
| Discretionary | 49,901 | 27.9 |
| Non-Discretionary | 1,848 | 1.6 |
| Total | 51,749 | 29.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 29.5 | |
| Total | 51,749 | 29.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001542421] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Buckingham Strategic Wealth LLC
✚
|
MO | 29.5 |
|
Buckingham Strategic Partners LLC
✚
|
MO | 28.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Fayez Sarofim & Co LLC
✚
|
TX | 31.4 |
|
BMO Private Investment Counsel Inc
✚
|
30.3 | |
|
Wealthfront Advisers LLC
✚
|
CA | 30.2 |
|
ASB Capital Management LLC
✚
|
MD | 29.7 |
|
Scout Investments Inc
✚
|
MO | 29.0 |
|
Western Asset Management Company Limited
✚
|
28.4 | |
|
Ruffer LLP
✚
|
27.1 | |
|
Prudent Man Advisors LLC
✚
|
IL | 27.0 |
|
CWM LLC
✚
|
NE | 26.8 |
|
Wasatch Advisors LP
✚
|
UT | 26.7 |