Buck Advisory LLC is an investment adviser to a business development company based in Chicago. It manages $16.25 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2003.
Buck Advisory provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. 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 Advisory LLC is $16.25 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -37% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Buck Advisory LLC for their services and products based on a percentage of assets under management. 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.
John Henry Silvestri joined the executive team most recently as the Interim Chief Compliance Officer.
The principal office where Buck Advisory LLC performs its advisory services is located at One North Wacker, Suite 2400, Chicago, IL 60606, 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 312-993-9800 or by fax 312-993-0857. The normal business hours are 8:30 - 5:00 on Monday - Friday.