Buck Consultants, LLC (New York)

Buck Consultants, LLC is a pension cosultant based in New York. It manages $174.69 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

Buck Consultants 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.

Buck Consultants: assets under management

The assets under management (AUM) of Buck Consultants, LLC is $174.69 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 354% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $174.69 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $21.84 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Buck Consultants, 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.

Careers at Buck Consultants, LLC

John Michael Gentry has been acting as President since 1 Mar 2016. Sonja A Hollies joined the executive team most recently as the Vice President.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 6 indirect owners.

Based in New York

The principal office where Buck Consultants, 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 Boston, MA. 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 212-330-1344. The normal business hours are 9:00 to 5:00 on Monday - Friday. You can find more information about the New York firm at services.xerox.com/hr-consulting/solutions/global-investment-advisors/enus.html.

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