Buckingham Strategic Wealth Revenue and Competitors

Location

N/A

Total Funding

Investments

Industry

Estimated Revenue & Valuation

  • Buckingham Strategic Wealth's estimated annual revenue is currently $117.5M per year.(i)
  • Buckingham Strategic Wealth's estimated revenue per employee is $283,750

Employee Data

  • Buckingham Strategic Wealth has 414 Employees.(i)
  • Buckingham Strategic Wealth grew their employee count by 4% last year.

Buckingham Strategic Wealth's People

NameTitleEmail/Phone
1
Head Investment ResearchReveal Email/Phone
2
Director, TransactionsReveal Email/Phone
3
Director Portfolio ManagementReveal Email/Phone
4
Chief Financial OfficerReveal Email/Phone
5
Director Fixed IncomeReveal Email/Phone
6
Director Institutional ServicesReveal Email/Phone
7
Director TransactionsReveal Email/Phone
8
Managing DirectorReveal Email/Phone
9
Director, Advisory Team LeadershipReveal Email/Phone
10
Director Client ServicesReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$5.6M31244%N/AN/A
#2
$6M33450%N/AN/A
#3
$12.7M693%N/AN/A
#4
$4.1M264%N/AN/A
#5
$3.7M23-8%N/AN/A
#6
$11.4M562%N/AN/A
#7
$41.5M1666%N/AN/A
#8
$1.5M110%N/AN/A
#9
$7.6M428%N/AN/A
#10
$50.9M2045%N/AN/A
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What Is Buckingham Strategic Wealth?

We are Buckingham Strategic Wealth, a growing organization of advisors, financial specialists and national thought leaders committed to delivering on the promise of true wealth management. As a Registered Investment Advisor, the essence of our approach is based on a pledge to act in the best interest of our clients, including individuals, businesses, trusts, non-profit organizations, healthcare professionals and retirement plans. We put the power of evidence-based investing and thoughtful, multi-faceted planning to work for our clients, helping them safeguard their financial futures and achieve their most important goals.

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Total Funding

414

Number of Employees

$117.5M

Revenue (est)

4%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Buckingham Strategic Wealth News

2022-04-20 - Financial Friday: navigating estate plans - Lansing

LANSING, Mich. (WILX) -Wealth Advisor, Stephen Hicks, JD, CPA,, with Buckingham Strategic Wealth stopped by Studio 10 to share information...

2022-04-13 - Financial Friday: understanding giving to appreciated assets

LANSING, Mich. (WILX) -Wealth Advisor, W. Joseph Irish, CPA, PFS, CRPS, with Buckingham Strategic Wealth stopped by Studio 10 to share...

2022-04-06 - ESG ETFs are experiencing ‘greeniums,’ says Buckingham Strategic Wealth’s Larry Swedroe

... or “greenium,” for the asset, Buckingham Strategic Wealth's chief research officer, Larry Swedroe, told CNBC's “ETF Edge” last week.

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$135.5M432-1%N/A
#2
$90.6M4836%N/A
#3
$229M5199%N/A
#4
$218.1M5324%N/A
#5
$253.8M740-2%N/A