Dale Buckner, Inc. is a large advisory firm based in Amarillo. It manages $103.98 million of regulatory assets for 766 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Arizona, New Mexico, Oklahoma, and Texas.
Dale Buckner provides financial planning services, portfolio management for individuals and small businesses, educational seminars and workshops, and referrals. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Dale Buckner, Inc. is $103.98 million. The firm's AUM has gone down by -5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Dale Buckner, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Dale Edward Buckner is individuals with 742 clients and $72.25 million of assets under management. Among the 5 most similar advisory firms, Dale Buckner has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $103.98 million for 766 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Dale Buckner doesn't advise any private funds.
The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Dale Edward Buckner has been acting as President since 1 Feb 2006. Brett Dewayne Hansen joined the executive team most recently as the Senior Vice President.
The principal office where Dale Buckner, Inc. performs its advisory services is located at 301 S. Polk, Amarillo, TX 79101 The mailing address of the firm is P.O. Box 9700, Amarillo, TX 79105 9700. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 1-806-358-7977 or by fax 1-806-358-8050. The normal business hours are 8:30 a.m.-5:30 p.m. on Monday - Friday. You can find more information about the New York firm at makemoneythinkrich.com/.