Michael Gerard Buck (Crestwood)

Michael Gerard Buck is a large advisory firm based in Crestwood. It manages $28.24 million of regulatory assets for 280 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Kentucky.

Michael Gerard Buck provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Michael Gerard Buck: assets under management

The assets under management (AUM) of Michael Gerard Buck is $28.24 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $12.13 million in discretionary accounts and $16.12 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $93.27 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $107.45 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Michael Gerard Buck for their services and products based on a percentage of assets under management, hourly charges, and commissions. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Michael Gerard Buck

Michael Gerard Buck has been acting as President since 1 Jun 1993. John Scott Wells has served as the Chief Investment Officer since 1 Jun 2001.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Gerard Buck	President	1 Jun 1993	75% - 100%	1521973
John Scott Wells	Chief investment officer	1 Jun 2001	Other	2479784

Based in Crestwood

The principal office where Michael Gerard Buck performs its advisory services is located at 5719 West Highway 22, Crestwood, KY 40014, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.