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Buckingham Asset Management, LLC

Overview

Articles

Assets

Assets

Last updated on June 12, 2019
    • $14.9B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 27K
      Accounts
    • $542.9K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

219

name start date
Doug Buchan
April 2019
Timothy James Maurer
August 2014
Emilie Hanna Schaffer
September 2015
Joseph Shawn Goldberg
March 2007
Maureen Colligan Costello
February 2014

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Bam Advisor Services, LLC IAR $3,738,974,511
    Lvw Advisors, LLC IAR $1,792,597,611
    Salvatore John Papa -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Justin Christopher Ferri Member Of Board Of Directors Of Bam Management Llc, Chairman - Buckingham May, 2019 less than 5%
      Wendy Louise Hartman Member Of Board Of Directors Of Bam Management Llc, President- Buckingham May, 2019 less than 5%
      Michael Ray Clinton Member Of Board Of Directors Of Bam Management Llc, President- Advisor Services December, 2018 less than 5%
      Alexander Bennett Potts Member Of Board Of Directors Of Bam Management Llc, Chairman- Advisor Services December, 2018 less than 5%
      Salvatore John Papa Member Of Board Of Directors Of Bam Management Llc, General Counsel And Chief Compliance Officer June, 2016 less than 5%
      Shannon O'Toole Kuhlman Member Of Board Of Directors Of Bam Management Llc, Chief Talent Officer January, 2013 less than 5%
      David William Levin Member Of Board Of Directors Of Bam Management Llc, Chief Operating Officer March, 2013 less than 5%
      Daniel Mark Anderson Member Of Board Of Directors Of Bam Management Llc, Chief Financial Officer January, 2014 less than 5%
      Jeffrey Scott Remming Member Of Board Of Directors Of Bam Management Llc, Chief Innovation Officer January, 2011 less than 5%
      Adam Lawrence Birenbaum Chairman Of Board Of Directors Of Bam Management Llc, Chief Executive Officer January, 2009 less than 5%
      Larry Edward Swedroe Member Of Board Of Directors Of Bam Management Llc, Director Of Research February, 2007 less than 5%
      Jared Hardin Kizer Chief Investment Officer January, 2015 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees