Bueter & Associates Inc (Columbus)

Bueter & Associates Inc is an adviser based in Columbus. It manages $14 million of regulatory assets for 269 client accounts. It has been registered with the SEC as an adviser since 2001.

Bueter & Associates provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Bueter & Associates: assets under management

The assets under management (AUM) of Bueter & Associates Inc is $14 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -81% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $14 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $52.04 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Bueter & Associates Inc for their services and products based on a percentage of assets under management, hourly charges, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Bueter & Associates Inc

Terrance Robert Bueter has been acting as President since 1 Aug 1979. John Richard Williamson joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Terrance Robert Bueter	President	1 Aug 1979	75% - 100%	34773
Constance Faith Bueter	Vice president	1 Aug 1979	Other	1461277
Rodger Allen Marting	Director	1 Jan 1986	Other	1494842
Sean Robert Bueter	Vice president	1 Apr 1988	Other	1734969
John Richard Williamson	Vice president	1 Oct 1998	Other	3150526

Based in Columbus

The principal office where Bueter & Associates Inc performs its advisory services is located at 355 E. Campus View Blvd, Columbus, OH 43235, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.