RIA Intelligence

DALE BUCKNER, INC.

CRD #116342 SEC #801-110346 AMARILLO, TX 1-806-358-7977
SEC Registered
Total AUM
$167.5M
Discretionary
$158.9M
Employees
3
Clients
0
Accounts
837

AUM Over Time

DateApr 2025
Total AUM$167.5M
Discretionary$158.9M
Non-Disc.$8.6M
Employees3
Clients0
DateMar 2025
Total AUM$167.5M
Discretionary$158.9M
Non-Disc.$8.6M
Employees3
Clients0
DateMar 2024
Total AUM$159M
Discretionary$150.4M
Non-Disc.$8.7M
Employees3
Clients0
DateMar 2023
Total AUM$142.9M
Discretionary$135M
Non-Disc.$7.8M
Employees3
Clients0
DateMar 2022
Total AUM$149.7M
Discretionary$138.4M
Non-Disc.$11.3M
Employees3
Clients0
DateJun 2021
Total AUM$122.9M
Discretionary$112.6M
Non-Disc.$10.3M
Employees2
Clients0
DateMar 2021
Total AUM$122.9M
Discretionary$112.6M
Non-Disc.$10.3M
Employees2
Clients0
DateJun 2020
Total AUM$118.9M
Discretionary$105.5M
Non-Disc.$13.4M
Employees2
Clients0
DateApr 2020
Total AUM$118.9M
Discretionary$105.5M
Non-Disc.$13.4M
Employees2
Clients0
DateApr 2020
Total AUM$118.9M
Discretionary$105.5M
Non-Disc.$13.4M
Employees2
Clients0
DateMar 2020
Total AUM$118.9M
Discretionary$105.5M
Non-Disc.$13.4M
Employees2
Clients0
DateMar 2019
Total AUM$104M
Discretionary$80.9M
Non-Disc.$23.1M
Employees1
Clients0
DateAug 2018
Total AUM$114.9M
Discretionary$68.4M
Non-Disc.$46.5M
Employees1
Clients3
DateFeb 2018
Total AUM$114.9M
Discretionary$68.4M
Non-Disc.$46.5M
Employees2
Clients3
DateMay 2017
Total AUM$109.6M
Discretionary$34.8M
Non-Disc.$74.9M
Employees4
Clients700
DateApr 2017
Total AUM$109.6M
Discretionary$34.8M
Non-Disc.$74.9M
Employees4
Clients700
DateMar 2017
Total AUM$109.6M
Discretionary$34.8M
Non-Disc.$74.9M
Employees4
Clients700