Summary

Buckingham Asset Management LLC

Founded in 2016

Description

Buckingham Strategic Partners is committed to creating a better wealth experience for financial advisors and their clients. The firms comprehensive wealth platform supports a nationwide community of financial advisors with the resources they need. Fin...

Strengths

  • Buckingham Asset Management LLC has a strong market share in their industry
  • Since Buckingham Asset Management LLC was founded, the company has grown faster than the industry average

Weaknesses

  • Revenue generated per employee is less than the industry average
  • Revenue growth is less than the industry average
  • The number of employees is not growing as fast as the industry average

Annual Revenue

Buckingham Asset Management LLC's annual revenue

$23577000

Based on Kona Equity data

  • Revenue per employee

    $137877

  • Annual revenue growth since founding

    $2947125

  • Revenue growth rate from first known quarter to current

    -46.5%

Employee Count

171 employees

  • Employee growth rate from first known quarter to current

    -32.4%

Executives

Adam Birenbaum

Chairman & Chief Executive Officer

a**@bamadvisor.com

Teresa Beshwate

Managing Director, Operations

t**@bamadvisor.com

Janis Chapman

Managing Director, Investment Strategy

j**@bamadvisor.com

Benjamin Thiele

Associate Wealth Advisor

b**@bamadvisor.com

Ryan Ely

Portfolio Manager

r**@bamadvisor.com

Sheldon Mcfarland

Vice President, Portfolio Strategy Research

s**@bamadvisor.com

Jared Kizer

Chief Investment Officer

j**@bamadvisor.com

Kevin Root

Vice President and Financial Advisor

k**@bamadvisor.com

Joseph Hempen

Principal and Chief Operating Officer-Fixed Income

j**@bamadvisor.com

Allison Cooley

Associate Wealth Advisor

a**@bamadvisor.com

Brian Haywood

Director of Fixed Income

b**@bamadvisor.com

Nikki Knotts

Vice President, Media & Communications

n**@bamadvisor.com

Brandon Schumacher

Associate Wealth Advisor

b**@bamadvisor.com

Dana Devoe

Manager, Talent

d**@bamadvisor.com

Diane Yost

Client Relationship Specialist

d**@bamadvisor.com

William Morgan

President

w**@bamadvisor.com

Shannon Kuhlman

Chief Talent Officer

s**@bamadvisor.com

Matthew Teel

Associate Wealth Advisor

m**@bamadvisor.com

Kevin Grogan

Managing Director, Investment Strategy

k**@bamadvisor.com

Sandra Atkins

Chief Financial Officer & Senior Wealth Advisor

s**@bamadvisor.com

Nelson Naomi

Receptionist

n**@bamadvisor.com

Aaron Vickar

Wealth Advisor

a**@bamadvisor.com

Austin Schettler

Retirement Plan Associate & Advisor

a**@bamadvisor.com

David Levin

Board of Managers, Chief Operating Officer, President

d**@bamadvisor.com

Eric Ousley

Wealth Advisor

e**@bamadvisor.com

Chris Warner

Director, Lease Up Community

c**@bamadvisor.com

David Luckes

Director, Institutional Services

d**@bamadvisor.com

Joe Goldberg

Plan Services Director, Retirement

j**@bamadvisor.com

Lindsay Pearson

Director, Client Service

l**@bamadvisor.com

G Score - 2

The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.

  • G1 Revenue is greater than the industry median.
  • G6 Annual revenue growth since founding is higher than the industry average.

Location

8182 Maryland Ave. Ste. 500 
St. Louis, MO  63105

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Key Information

  • SIC: 73; 874
  • NAICS: 5231; 523110
Disclaimer: These numbers are estimates and any other company information is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona Equity is in no way affiliated with Buckingham Asset Management LLC.

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Frequently Asked Questions

Where is Buckingham Asset Management LLC located?

Buckingham Asset Management LLC's headquarters are located at 8182 Maryland Ave. Ste. 500  St. Louis, MO  63105.


What is Buckingham Asset Management LLC's official website?

Buckingham Asset Management LLC's official website is bamadvisor.com


What is Buckingham Asset Management LLC's revenue?

Buckingham Asset Management LLC's annual revenue is $23.6 M.


What is Buckingham Asset Management LLC's SIC code?

Buckingham Asset Management LLC's SIC: 73; 874


What is Buckingham Asset Management LLC's NAICS code?

Buckingham Asset Management LLC's NAICS: 5231; 523110.


How many employees does Buckingham Asset Management LLC's have?

Buckingham Asset Management LLC has 171 employees


What industry does Buckingham Asset Management LLC belong to?

Buckingham Asset Management LLC is in the industry of Investment management.

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