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Richard James Buoncore

MAI CAPITAL MANAGEMENT, LLC·CLEVELAND, Ohio
Unclaimed Profile
6050 OAK TREE BLVD, CLEVELAND, OH 44131CRD# 1652210Firm CRD# 109807
01

About

Richard James Buoncore is a registered financial advisor based in CLEVELAND, Ohio, affiliated with MAI CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
MAI CAPITAL MANAGEMENT, LLC
MAI CAPITAL MANAGEMENT, LLC
AUM
$19.7B
Regulatory assets under management
Employees
331
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: PERCENTAGE OF NON-INVESTMENT INCOME
Regulatory
SEC/IARD CRD# 1652210
Firm CRD# 109807
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard James Buoncore offer?
Richard James Buoncore specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are Richard James Buoncore's credentials?
Richard James Buoncore is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard James Buoncore located?
Richard James Buoncore is based in CLEVELAND, Ohio, working with MAI CAPITAL MANAGEMENT, LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Richard James Buoncore charge for services?
Richard James Buoncore's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: percentage of non-investment income. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MAI CAPITAL MANAGEMENT, LLC?
MAI CAPITAL MANAGEMENT, LLC has approximately 331 employees and manages $19.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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