Buck Global, LLC is a pension cosultant based in New York. It manages $31.13 billion of regulatory assets for 50 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Buck Global provides financial planning services, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Buck Global, LLC is $31.13 billion. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Buck Global, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Buck Global is pension and profit sharing plans with 50 clients and $31.13 billion of assets under management. Among the 7 most similar advisory firms, Buck Global has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $31.13 billion for 50 clients. None of the firm’s clients are foreign persons or businesses.
Buck Global doesn't advise any private funds.
The company employs 600 people that are either part- or full-time employees. 3 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Buck Global, LLC performs its advisory services is located at 420 Lexington Avenue, New York, NY 10170 2220, which is also the mailing address of the firm. An additional office of the firm is in Pittsburgh, PA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-330-1000 or by fax 212-883-0635. The normal business hours are 9:00 to 5:00 on Monday - Friday. You can find more information about the New York firm at buckglobal.com/ and its LinkedIn profile.