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BUCKMAN ADVISORY GROUP LLC
CRD 131688 · SEC 801-63540
44 CHURCH STREET, LITTLE SILVER, NJ, 07739, United States
Phone
(732) 530-0303
Fax
(732) 530-2937
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$277.3M
Discretionary AUM
$277.3M
Team
15 total employees; 15 advisory reps; 868 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-04-07
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 589 | $98.1M |
| High net worth individuals | 255 | $144.3M |
| Pension/profit sharing plans | 13 | $7.8M |
| Charitable organizations | 6 | $2.9M |
| Corporations/business entities | 5 | $24.2M |
States served
NJ, NY, PA, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD