BUCK WEALTH STRATEGIES, LLC

DENVER, Colorado·5 registered advisors·CRD# 322138
SEC# 801-12607511888-210-6567
01

Firm Overview

AUM
$300M
Regulatory assets under management
Employees
66
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BUCK WEALTH STRATEGIES, LLC

5 registered advisors
James Shigeo Dixon
DENVER, Colorado
Jeffrey David Buck
DENVER, Colorado
Jeremy A Sanchez
DENVER, Colorado
John Robert Urosevich
DENVER, Colorado
Katie Christine Buck
DENVER, Colorado
05

Office Locations

DENVER, Colorado
5 advisors

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Data sourced from SEC Form ADV filings. BUCK WEALTH STRATEGIES, LLC (CRD# 322138) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.