Buckingham Strategic Wealth, LLC

New York, NY

Florida

Registered In

08/18/2017

Incorp. Date

Foreign

Registration Type

Delaware

Foreign Jurisdiction

Company Summary

Buckingham Strategic Wealth, LLC at 875 3rd Ave FL 28th, New York, Ny 10022 lists Focus Operating, Llc and Mcgranahan J. R of New York, NY as the associates.

Overview

Registered In

Florida

Incorporation Date

08/18/2017

Company Type

Foreign Limited Liability Co.

Status

Active

Registration Type

Foreign

Foreign Jurisdiction

Delaware

EIN

20-8306720

Email

******************@wolterskluwer.com

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People

C T Corporation System Registered Agent	1200 S PINE ISLAND RD, PLANTATION, FL 33324
Focus Operating, Llc Manager	875 3RD AVE, NEW YORK, NY 10022 (View Past Addresses)
Mcgranahan J. R Manager	875 3RD AVE, NEW YORK, NY 10022

Showing current associates only (3 of 4 total associates). Create a free account to see the full associate history

Map & Locations

875 3RD AVE FL 28TH, NEW YORK, NY 10022 View Map

Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Alias/DBA

Aliases are alternate names by which a company or individual conducts business, commonly referred to as a Trade Name, Fictitious Name, or DBA (Doing Business As).

Bam Advisor Alliance	New York, NY
Bam Alliance	New York, NY
Buckingham Asset Management	New York, NY
Buckingham Strategic Wealth	New York, NY
Buckingham Wealth Partners	New York, NY

Financials

Financial Information for Buckingham Strategic Wealth, LLC

Form 5500

BUCKINGHAM ASSET MANAGEMENT, LLC

8182 Maryland Ave., Suite 500, St. Louis, Mo 63105 (314) 725-0455 EIN:20-8306720 Plan Admin:Dan Anderson

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameBUCKINGHAM ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY632 / 749 Assets BOY/EOY$86,932,963 / $81,067,838	2022	BUCKINGHAM ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001	632 / 749	$86,932,963 / $81,067,838
2021	Plan NameBUCKINGHAM ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY595 / 632 Assets BOY/EOY$68,275,139 / $86,932,963	2021	BUCKINGHAM ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001	595 / 632	$68,275,139 / $86,932,963
2020	Plan NameBUCKINGHAM ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY568 / 595 Assets BOY/EOY$57,357,866 / $68,275,139	2020	BUCKINGHAM ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001	568 / 595	$57,357,866 / $68,275,139
2019	Plan NameBUCKINGHAM ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY514 / 568 Assets BOY/EOY$39,247,885 / $57,357,866	2019	BUCKINGHAM ASSET MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN - Plan #001	514 / 568	$39,247,885 / $57,357,866

Benefit & Retirement Plans based on Form 5500.

Linked Companies

Person/Address Match:Focus Operating Llc -

Buckingham Strategic Partners, LLC Registered in West Virginia	Charleston, WV New York, NY	View Report
Buckingham Strategic Wealth, LLC Registered in West Virginia	New York, NY	View Report
Scs Capital Management LLC Registered in Rhode Island	East Providence, RI New Yok, NY (1 more)	View Report
Strategic Point Insurance Services, LLC. Registered in Rhode Island	East Providence, RI New York, NY	View Report
Ancora Holdings Group, LLC Registered in Florida	New York, NY	View Report
Fairway Wealth LLC Registered in Florida	New York, NY Plantation, FL	View Report
Focus Treasury & Credit Solutions, LLC Registered in Florida	New York, NY	View Report
Fort Pitt Risk Solutions, LLC Registered in Florida	New York, NY	View Report
Joel Isaacson & Co., LLC Registered in Florida	New York, NY	View Report
One Charles Group Insurance Services, LLC Registered in Arizona	New York, NY Phoenix, AZ	View Report
Origin Investments Group, LLC Registered in Florida	New York, NY Plantation, FL	View Report
Sapient Private Wealth Management Registered in Oregon	New York, NY	View Report
Tmd Wealth Management LLC Registered in Arizona	New York, NY Phoenix, AZ	View Report
Xml Securities, LLC Registered in Arizona	New York, NY Phoenix, AZ	View Report
Fi Services, LLC Registered in Rhode Island	East Providence, RI New York, NY	View Report
Qcm, LLC Registered in California	Corte Madera, CA Glendale, CA (1 more)	View Report
Focus Risk Solutions, LLC Registered in Alaska	New York, NY	View Report
Gw & Wade, LLC Registered in Rhode Island	East Providence, RI New York, NY	View Report
Resnick Investment Advisors, LLC Registered in Connecticut	Hartford, CT New York, DE (1 more)	View Report
Strategic Point Investment Advisors, LLC Registered in Connecticut	New York, NY Wilmington, DE	View Report

Address Match:875 3rd Ave Fl 28th New York, NY

Ancora Insurance Solutions LLC Registered in West Virginia	Charleston, WV New York, NY (1 more)	View Report
Acorn Insurance Agency, Inc. Registered in Massachusetts	New York, NY North Andover, MA (1 more)	View Report
Atlas Private Wealth Management, LLC Registered in Vermont	Jeffersonville, VT New York, NY	View Report
Buckingham Strategic Wealth, LLC Registered in Washington	Olympia, WA New York, NY	View Report
Focus Risk Solutions, LLC Registered in Arizona	New York, NY	View Report
Focus Risk Solutions, LLC Registered in Vermont	New York, NY	View Report
Foster Dykema Cabot & Partners, LLC Registered in Massachusetts	New York, NY	View Report
One Charles Private Wealth Services, LLC Registered in Massachusetts	New York, NY	View Report
Buckingham Strategic Partners, LLC Registered in Utah	Midvale, UT New York, NY	View Report
Buckingham Strategic Partners, LLC Registered in Montana	Missoula, MT New York, NY	View Report
Focus Operating, LLC Registered in Montana	Missoula, MT New York, NY	View Report
Eton Advisors Group, LLC Registered in North Carolina	New York, NY Raleigh, NC	View Report
Focus Risk Solutions, LLC Registered in Colorado	Centennial, CO New York, NY	View Report
Focus Financial Partners, LLC Registered in Colorado	Centennial, CO New York, NY (1 more)	View Report
Transform Wealth, LLC Registered in Colorado	Centennial, CO New York, NY	View Report
Northcoast Capital Management, LLC Registered in Texas	New York, NY	View Report
Fortem Financial Loans, LLC Registered in California	New York, NY York, NY	View Report

Address Match:875 3rd Ave New York, NY

Adero Partners, LLC Registered in Washington	New York, NY Olympia, WA	View Report
Bordeaux Wealth Advisors LLC Registered in Washington	New York, NY	View Report
Buckingham Strategic Wealth, LLC Registered in California	New York, NY York, NY	View Report
Cornerstone Wealth Group, LLC Registered in California	New York, NY York, NY	View Report
Focus Financial Partners, LLC Registered in California	New York, NY York, NY	View Report
Focus Operating, LLC Registered in California	New York, NY York, NY	View Report
Focus Operating, LLC Registered in Connecticut	New York, NY	View Report
Focus Risk Solutions, LLC Registered in North Dakota	Bismarck, ND New York, NY	View Report
Focus Risk Solutions, LLC Registered in California	New York, NY Glendale, CA (1 more)	View Report
Fort Pitt Risk Solutions, LLC Registered in Pennsylvania	New York, NY	View Report
Fortem Financial Insurance Services, LLC Registered in California	New York, NY York, NY	View Report
Kovitz Investment Group Partners, LLC Registered in California	New York, NY York, NY	View Report
Telemus Capital, LLC Registered in California	New York, NY York, NY	View Report
Wespac Advisors, LLC Registered in California	New York, NY York, NY	View Report
Wespac Benefit & Insurance Services, LLC Registered in California	New York, NY York, NY	View Report
Ancora Insurance Solutions LLC Registered in Alabama	Montgomery, AL New York, NY	View Report
Buckingham Strategic Partners, LLC Registered in California	New York, NY York, NY	View Report
Focus Risk Solutions, LLC Registered in New Hampshire	Concord, NH New York, NY	View Report
Northcoast Capital Management, LLC Registered in California	New York, NY York, NY	View Report

Related Business Names:

Buckingham Strategic Wealth, LLC Registered in Michigan	Plymouth, MI	View Report
Buckingham Strategic Wealth, LLC Registered in Iowa	Des Moines, IA	View Report
Buckingham Strategic Wealth, LLC Registered in New York	New York, NY	View Report
Buckingham Strategic Wealth, LLC Registered in New Jersey		View Report
Buckingham Strategic Wealth, LLC Registered in Ohio	Ohio	View Report
Buckingham Strategic Wealth, LLC Registered in Wyoming	Cheyenne, WY New York, NY	View Report
Buckingham Strategic Wealth, LLC Registered in Oregon	New York, NY	View Report
Buckingham Strategic Wealth, LLC Registered in Tennessee	Knoxville, TN New York, NY	View Report
Buckingham Strategic Wealth, LLC Registered in Pennsylvania		View Report
Buckingham Strategic Wealth, LLC Registered in Virginia	Glen Allen, VA Saint Louis, MO	View Report
Buckingham Strategic Wealth, LLC Registered in Connecticut	East Hartford, CT New York, NY	View Report
Buckingham Strategic Wealth, LLC Registered in Montana	Missoula, MT New York, NY	View Report
Buckingham Strategic Wealth, LLC Registered in Georgia	Lawrenceville, GA New York, NY	View Report
Buckingham Strategic Wealth, LLC Registered in North Carolina	New York, NY Raleigh, NC	View Report
Buckingham Strategic Wealth, LLC Registered in Mississippi	New York, NY	View Report
Buckingham Strategic Wealth, LLC Registered in Colorado	Centennial, CO New York, NY	View Report
Buckingham Strategic Wealth, LLC Registered in Texas	Clayton, MO Saint Louis, MO	View Report

Person/City Match:Mcgranahan J R - New York, NY

Ancora Holdings Inc. Registered in Florida	New York, NY Cleveland, OH	View Report
Ars Wealth Advisors Group, LLC Registered in Florida	New York, NY	View Report
Atlas Private Wealth Management, LLC Registered in Florida	New York, NY	View Report
Buckingham Strategic Partners, LLC Registered in Florida	New York, NY	View Report
Cardinal Point Wealth Management Partners, LLC Registered in Florida	New York, NY	View Report
Edge Capital Group, LLC Registered in Florida	Plantation, FL New York, NY	View Report
Flynn Family Office LLC Registered in Florida	New York, NY Plantation, FL	View Report
Focus Financial Partners Inc. Registered in Florida	New York, NY Plantation, FL	View Report
Focus Operating, LLC Registered in Florida	New York, NY	View Report
Fortem Financial Group, LLC Registered in Nevada	New York, NY	View Report
Gw & Wade, LLC Registered in Florida	New York, NY	View Report
Interocean Capital Group, LLC Registered in Florida	New York, NY	View Report
Kovitz Insurance Services, LLC Registered in Florida	New York, NY Chicago, IL	View Report
Ona Holdings, Inc. Registered in Florida	New York, NY Plantation, FL (1 more)	View Report
One Charles Group Insurance Services, LLC Registered in Florida	New York, NY	View Report
The Colony Group of Florida, LLC Registered in Florida	New York, NY Boston, MA	View Report
Williams Jones Wealth Management, LLC Registered in Florida	New York, NY	View Report

View More in New York, NY

Sources

The following government agencies have contributed data:

• Florida Department of State • U.S. Department of Labor