Buckingham Asset Management is an investment advisor in ST Louis with $15.52 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
208306720
SEC advisor number
801-67640
FINRA CRD number
143323
AUM ?
$15.52 bn
(as of 7 Feb 20)
Accounts
29,030
(as of 7 Feb 20)
Employees
448
(210 investment advisory or research)
Address
Buckingham Asset Management
8182 MARYLAND AVE.
SUITE 500
CLAYTON
MO 63105
8182 MARYLAND AVE.
SUITE 500
CLAYTON
MO 63105
Office hours
Monday - Friday, 8:30 A.M. - 5:00 P.M.
Phone
314-725-0455
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Swedroe, Larry, Edward | Member of Board of Directors of Bam Management LLC, Director of Research | 02/2007 | < 5% |
Focus Operating, LLC | Member (Manager) | 02/2007 | > 75% |
Focus Financial Partners, LLC | Member | 01/2007 | > 75% |
Birenbaum, Adam, Lawrence | Chairman of Board of Directors of Bam Management LLC, Chief Executive Officer | 01/2009 | < 5% |
Remming, Jeffrey, Scott | Member of Board of Directors of Bam Management LLC, Chief Innovation Officer | 01/2011 | < 5% |
Anderson, Daniel, Mark | Member of Board of Directors of Bam Management LLC, Chief Financial Officer | 01/2014 | < 5% |
Levin, David, William | Member of Board of Directors of Bam Management LLC, Chief Operating Officer | 03/2013 | < 5% |
Kuhlman, Shannon, O'toole | Member of Board of Directors of Bam Management LLC, Chief Talent Officer | 01/2013 | < 5% |
Kizer, Jared, Hardin | Chief Investment Officer | 01/2015 | < 5% |
Papa, Salvatore, John | Member of Board of Directors of Bam Management LLC, General Counsel and Chief Compliance Officer | 06/2016 | < 5% |
Focus Financial Partners Inc. | Member | 07/2018 | > 75% |
Potts, Alexander, Bennett | Member of Board of Directors of Bam Management LLC, Chairman- Advisor Services | 12/2018 | < 5% |
Clinton, Michael, Ray | Member of Board of Directors of Bam Management LLC, President- Advisor Services | 12/2018 | < 5% |
Hartman, Wendy, Louise | Member of Board of Directors of Bam Management LLC, President- Buckingham | 05/2019 | < 5% |
Ferri, Justin, Christopher | Member of Board of Directors of Bam Management LLC, Chairman - Buckingham | 05/2019 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22
13F-HR
Quarterly holdings report by institutional manager
10 Nov 21