Buckley Investment Group, Llc
Walla Walla, Washington
Buckley Investment Group, LLC, based out of Walla Walla, WA, is a distinguished investment advisory firm catering to over 110 individual clients. With assets under management exceeding $94,505,000, the company holds a strong position in the industry. As a small yet impactful firm, Buckley Investment Group, LLC operates from a single office and serves a diverse range of clients. While the majority of their assets under management are allocated to discretionary investments, the firm possesses the expertise to handle employer funds, although such accounts represent less than 30% of their portfolio. Their compensation structure is fl...
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Assets Under Mgmt

$94.5M

Investment Professionals

2

Locations

0

% 401K & Individual

23%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection of other advisers
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