Paul Bukowski
Paul Bukowski is a CFA-designated registered investment advisor at Advisors Asset Management, INC., based in Santa Monica, CA, with 1 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,867 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AAM provides investment management services for separately managed accounts. The annual fees for fixed income strategies range from 0.20% to 2.00%, and equity strategies range from 0.45% to 2.5%. Fees and services may be negotiable. AAM usually requires a minimum account size of $250,000 for fixed income strategies and $100,000 for equity strategies.
Location
Santa Monica, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Paul is a partner in Bukowski HH LLC, Bukowski 30B LLC, and L22 Investments LLC, all of which own rental real estate or angel investments. He also has a single member LLC, PBWH LLC, set up to invest in vacation rental real estate.
Employment History
Current Registrations
Advisors Asset Management, INC.
Advisors Asset Management, INC.Broker
Advisors Asset Management, INC.
State Registrations2 states
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