RIA Intel›Advisers›Texas›DALE BUCKNER, INC.

DALE BUCKNER, INC.

Advisory

N·AMARILLO, TX

Data as of Mar 27, 2024 · Source: SEC Form ADV

Total AUM
$168M
1-Year AUM Growth
+11.3%
3-Year CAGR
+9.0%
Employees
2
Assets Under Management
Total AUM$168M
Discretionary AUM$159M
Non-Discretionary AUM$9M
Discretionary %94.9%
Total Clients600
Team
Total Employees2
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record15
First FilingMar 31, 2017
Latest FilingMar 27, 2024
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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