Kevin
Buckle

Mesirow Financial Investment Management, Inc

CRD#5559009
Investment Advisor
in Manhattan Beach, CA

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About this Advisor

Kevin Buckle is a financial advisor based in Manhattan Beach, California, working with Mesirow Financial Investment Management, Inc. Kevin has previously held positions at Mesirow Financial Investment Management, Inc, Pacific Income Advisers, Inc, and Grandview Capital Management LLC. Kevin is registered to provide services in California and Illinois. Currently, Kevin is part of Mesirow Financial Investment Management, Inc, which operates out of Manhattan Beach, California. The firm has 14 offices and 197 employees. The firm manages assets totaling $45.7 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Mesirow Financial Investment Management, Inc includes asset-based and performance-based fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

820 Manhattan Avenue Suite 200
Manhattan Beach, CA 90266

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Mesirow Financial Investment Management, Inc Brokerage Details

Total Assets Under Management

$45,722,799,000

CA Average: $6,674,516,078
Total Number of Employees

197

CA Average: 44
Total Number of Accounts

13,623

CA Average: 2,564
Average Account Size

$3,356,294

CA Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Kevin Buckle Work History

2017 - Present (7 years)

Mesirow Financial Investment Management, Inc

2010 - 2017 (7 years)

Pacific Income Advisers, Inc

2002 - 2017 (15 years)

Grandview Capital Management LLC

Disclosures

Please visit the SEC profile of Kevin Buckle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mesirow Financial Investment Management, Inc

Michael Breen
Chicago, IL
Joseph Andre
Highland Park, IL
Alejandro Gonzalez
Chicago, IL
Lauren Greenebaum
Chicago, IL
Nicholas Moriarty
Edina, MN
Jennifer Gartenberg
Chicago, IL
John Nelson
Timnath, CO
Kevin Quinn
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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