Matthew
Witschel
Buckman Advisory Group LLC
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About this Advisor
Matthew Witschel is a financial advisor operating in Little Silver, New Jersey with a total of 12 years of relevant experience. Witschel is currently employed by Buckman Advisory Group LLC. Over the course of their career, they have held roles at Hgk Asset Management and Buckman Buckman & Reid Inc. Witschel maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in New Jersey. Buckman Advisory Group LLC is a registered investment business that has its headquarters in Little Silver, NJ. The company has a total of 17 financial advisors. It manages $204 million in total assets between its 851 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm serves seven charitable organizations. Of its 851 accounts, just 11% are associated with high-net-worth individuals who have more than $1 million in assets. Buckman Advisory Group LLC performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Fees for financial advice usually depend on which services the firm provides the client. However, fee types charged by Buckman Advisory Group LLC can be comprised of some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Buckman Advisory Group LLC Brokerage Details
$203,746,534
17
851
$239,420
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Matthew Witschel Work History
Matthew has been registered as a financial advisor for 12 years.*
Buckman Buckman & Reid Inc
Hgk Asset Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Matthew Witschel 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 Buckman Advisory Group LLC
North Palm Beach, FL
Little Silver, NJ
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