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TUCKER ASSET MANAGEMENT LLC
1520 West Canal Court
Suite 100
Littleton, Colorado 80120
Tel: 303-734-1234
About TUCKER ASSET MANAGEMENT LLC
TUCKER ASSET MANAGEMENT LLC, formally registered with the SEC as TUCKER ASSET MANAGEMENT LLC. The firm was established in 01/13/2016. They have over 58 offices throughout the country.
TUCKER ASSET MANAGEMENT LLC is a Littleton, Colorado based Financial Planning firm with nearly $476,481,402 assets under management, offering retirement planning & investment advisory services to 6427 clients. The firm is staffed with 82 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 174844 |
| SEC# | 801-107110 |
| Assets Managed by Firm | $476,481,402 |
| No. of Clients | 6427 |
| No. of Advisors | 82 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Other (SHARES IN FEES PAID TO THIRD PARTY INVESTMENT ADVISERS)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 6427 | $476,481,402 |
| Individuals (other than high net worth individuals) | 3596 | $411,702,669 |
| High net worth individuals | 31 | $64,778,733 |
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|---|---|---|---|
| $239,345,489,058 | 6602 | 978 | |
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