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TUCKER FINANCIAL GROUP
254 Winton Blount Loop
Montgomery, Alabama 36117
Tel: 334-277-0500
About TUCKER FINANCIAL GROUP
TUCKER FINANCIAL GROUP, formally registered with the SEC as TUCKER FINANCIAL GROUP. The firm was established in 05/13/2020. They have over 1 offices throughout the country.
TUCKER FINANCIAL GROUP is a Montgomery, Alabama based Financial Planning firm with nearly $217,830,660 assets under management, offering retirement planning & investment advisory services to 4268 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 298292 |
| SEC# | 801-118704 |
| Assets Managed by Firm | $217,830,660 |
| No. of Clients | 4268 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4268 | $217,830,660 |
| Individuals (other than high net worth individuals) | 2039 | $157,332,756 |
| High net worth individuals | 39 | $57,537,714 |
| Pension and profit sharing plans | 10 | $2,736,625 |
| Charitable organizations | Fewer than 5 clients | $223,565 |
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