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| Buckingham Strategic Wealth LLC
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|
|---|---|
| CRD # | 143323 |
| SEC # | 801-67640 |
| CIK # | 0001542421 |
| AUM | $22.1 BB (2023-03-28) |
| Employees | 526 (44% Investors, 3% Brokers) |
| Phone | 314-725-0455 |
| Address | 8182 Maryland Avenue St Louis, MO 63105 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.1 | |
| MSFT | 1,918.2 | 0.0 | |
| CASS | 0.5 | 0.0 | |
| AMZN | 1,093.0 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,236 | 2.0 |
| (b) Individuals (high net worth individuals) | 5,320 | 16.5 |
| (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 | 178 | 0.4 |
| (h) Charitable organizations | 60 | 0.7 |
| (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 | 128 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 40,028 | 20.0 |
| By Discretionary | ||
| Discretionary | 38,066 | 18.5 |
| Non-Discretionary | 1,962 | 1.5 |
| Total | 40,028 | 20.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 20.0 | |
| Total | 40,028 | 20.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001542421] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Buckingham Strategic Wealth LLC
✚
|
MO | 22.1 |
|
Buckingham Strategic Partners LLC
✚
|
MO | 20.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Valic Financial Advisors Inc
✚
|
TX | 23.2 |
|
Ameritas Investment Partners Inc
✚
|
NE | 23.1 |
|
Wealthfront Advisers LLC
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|
CA | 23.1 |
|
Wasatch Advisors Inc
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|
UT | 22.4 |
|
Clark Capital Management Group Inc
✚
|
PA | 21.9 |
|
PNC Investments LLC
✚
|
PA | 21.6 |
|
Spectrum Asset Management Inc
✚
|
CT | 21.4 |
|
AMG Funds LLC
✚
|
CT | 20.5 |
|
Templeton Global Advisors Limited
✚
|
20.4 | |
|
Prudent Man Advisors LLC
✚
|
IL | 20.2 |