Investment adviser · CRD 128559
BUCKLEY INVESTMENT GROUP, LLC
Investment adviser filing (IA)
WALLA WALLA, WA, United States · Form ADV filed Feb 27, 2023
- Regulatory AUM
- $94.5M Form ADV · Item 5.F
- Client accounts
- 134 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 24 | $55,847,295 | 59.1% |
| Individuals | 109 | $21,533,980 | 22.8% |
| Charities | 1 | $17,123,464 | 18.1% |
| Corporations & businesses | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 1718675 · Feb 27, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 27, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
13 1/2 E MAIN ST, STE 211WALLA WALLA, WA, 99362, United States
CRD 128559
Filing source
Form ADV 1718675 · Feb 27, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.