Buechler Capital Asset Management, LLC (La Jolla)

Buechler Capital Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, 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.

Buechler Capital Asset Management: assets under management

The assets under management (AUM) of Buechler Capital Asset Management, LLC is $19.11 million. The firm's AUM has gone down by -88% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $15.12 million in discretionary accounts and $3.98 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $720.14 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $497.9 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Buechler Capital Asset Management, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in La Jolla

The principal office where Buechler Capital Asset Management, LLC performs its advisory services is located at 7825 Fay Ave, La Jolla, CA 92037, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 858-456-5514 or by fax 858-456-5515. The normal business hours are 7:30-3:30 on Monday - Friday. You can find more information about the New York firm at www.buechlercapital.com.

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