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Dale Buckner, Inc.

CRD 116342SEC# 801-110346Amarillo, TX
Export (members)
No longer SEC-registered. Dale Buckner, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$167.5M
Employees
3
Accounts
837
Location
Amarillo, TX

Dale Buckner, Inc. assets under management

Dale Buckner, Inc. operates as an SEC-registered investment adviser based in Amarillo, TX. It reports $167.5 million in regulatory assets under management and employs 3 people.
View on SEC.gov ↗

Dale Buckner, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Brett Dewayne Hansen ControlSenior Vice PresidentUnder 5%2018
Dale Edward Buckner ControlPresident/Cco/Chairman Of The Board/ShareholderOver 75%2006

Frequently asked questions

How much does Dale Buckner, Inc. manage?

Dale Buckner, Inc. reports $167.5 million in regulatory assets under management on its Form ADV.

How many employees does Dale Buckner, Inc. have?

Dale Buckner, Inc. reports 3 employees.

Where is Dale Buckner, Inc. located?

Dale Buckner, Inc. is based in Amarillo, TX.

Does Dale Buckner, Inc. disclose fund performance?

Dale Buckner, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address301 S. Polk, Suite 420, Amarillo, TX 79101
Office hours8:30 a.m.-5:30 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$158.9M
Non-discretionary$8.6M
Total (RAUM)$167.5M