Buckingham Asset Management Overview

  • Founded
  • 1994
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 500
Employees
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1
  • Investments
  • 16

Buckingham Asset Management General Information

Description

Provider of financial services. The company provides wealth management, asset management, institutional services, and retirement plans.

Contact Information

Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Primary Industry
Asset Management
Parent Company
Primary Office
  • 8182 Maryland Avenue
  • Suite 500
  • Saint Louis, MO 63105
  • United States
+1 (314) 000-0000
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Buckingham Asset Management Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Buckingham Asset Management Executive Team (13)

Name Title Board Seat Contact Info
Adam Birenbaum JD Chief Executive Officer & Chairman
David Levin President, Buckingham Strategic Wealth & Board Member
Jared Kizer Chief Investment Officer
Larry Swedroe Director of Research & Board Member
Jim Whiddon Wealth Advisor & National Thought Leader
You’re viewing 5 of 13 executive team members. Get the full list »

Buckingham Asset Management Board Members (9)

Name Representing Role Since
0000 000000000 00 Buckingham Asset Management Chief Executive Officer & Chairman 000 0000
0000 00000 Loring Ward International Chairman, Advisory Services 000 0000
00000 00000 Buckingham Asset Management President, Buckingham Strategic Wealth & Board Member 000 0000
0000 0000000 Buckingham Asset Management Chief Innovation Officer & Board Member 000 0000
000000 00000 Buckingham Asset Management Chairman 000 0000
You’re viewing 5 of 9 board members. Get the full list »

Buckingham Asset Management Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Buckingham Asset Management Acquisitions (16)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000000 000000 30-Oct-2020 000000000000000000 Other Financial Services 000000 00000
0000000 & 00000000 01-Sep-2020 000000000000000000 Other Financial Services 000000 00000
00000000000 000000 01-Sep-2020 000000000000000000 Other Financial Services 000000 00000
000 00000000 00000 04-May-2020 000000000000000000 Asset Management 0000 000000000 00
Loring Ward International 30-Nov-2018 Merger/Acquisition 00000 Asset Management 0000 000000000 00
You’re viewing 5 of 16 acquisitions. Get the full list »

Buckingham Asset Management Subsidiaries (1)

Company Name Industry Location Founded
000000 0000 000000 Asset Management San Jose, CA 0000
To view Buckingham Asset Management’s complete subsidiaries history, request access »