James
Boylan
Buckingham Strategic Partners, LLC
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About this Advisor
James Boylan is a financial advisor based in Phoenixville, Pennsylvania, working with Buckingham Strategic Partners, LLC. James has previously held positions at Sei Investments, Sei Investment Management Co, Buckingham Strategic Partners, and Foreside Financial Services, LLC. James has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Pennsylvania. Currently, James is part of Buckingham Strategic Partners, LLC, which operates out of Phoenixville, Pennsylvania. The firm has 645 employees and manages assets totaling $27.2 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. 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 institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Buckingham Strategic Partners, LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Buckingham Strategic Partners, LLC Brokerage Details
$27,226,350,403
645
81,196
$335,316
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
James Boylan Work History
Foreside Financial Services, LLC
Buckingham Strategic Partners
Sei Investment Management Co
Sei Investments
Disclosures
Please visit the SEC profile of James Boylan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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