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Buckley Investment Group, LLC
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Buckley Investment Group, LLC Share
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Overview Share
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Walla Walla, Washington
$98.0 million AUM
1 office

Buckley Investment Group, LLC is based in Walla Walla, Washington and has $98.0 million in assets under management.

13 1/2 E. Main Street
Suite 211
Walla Walla, WA 99362
$98.0 million
AUM Share
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Assets under management
242 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 61 $12,617,399 13% $206,843
High net worth individuals 20 $58,472,693 60% $2,923,635
Charitable organizations 5 $26,927,778 27% $5,385,556
Employees Share
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Investment analysts
75% of total employees
AUM per employee Share
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Assets under management
AUM per employee
AUM per investment analyst
About Share
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Buckley Investment Group, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Buckley Investment Group, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
Firm data Share
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CRD number 128,559
SEC number 801-78130
Legal structure Limited Liability Company
Legal governance Washington, United States
Latest ADV filing date March 31, 2020

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