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TED BUCHAN & COMPANY
TED BUCHAN & COMPANY, LLC
CRD 140722 · SEC 801-113273
12396 WORLD TRADE DRIVE, SUITE 112, SAN DIEGO, CA, 92128, United States
Phone
858-605-0686
Fax
858-762-4082
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$413.2M
Discretionary AUM
$374.3M
Team
7 total employees; 2 advisory reps; 10 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 276 | $55.9M |
| High net worth individuals | 107 | $357.4M |
States served
CA, GA, TX
All web addresses on file
Official SEC filing: View on IAPD