The BUCK WEALTH STRATEGIES is a privately held investment adviser that advises $1.64Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. BUCK WEALTH STRATEGIES is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 1,123.82% over the last 3-years.
The Group has been registered with the SEC for 4.05 years and is comprised of 1 filing and 0 relying advisers. They operate out of 14 office locations with their Headquarters at 4600 S. SYRACUSE STREET SUITE 650, DENVER, COLORADO. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 102 employees comprised of 39 investment and 63 non-investment staff. The total number of Employees increased by 385.71% over the last 4-years.
Their $1.64Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 214 other accounts. Assets of Pension and Profit Sharing Plans-Private clients own $748.25mn or 45.54% of Total Assets and Individuals own $612.34mn or 37.27% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are Pension and Profit Sharing Plans-Private and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
BUCK WEALTH STRATEGIES names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.