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TUCKER ASSET MANAGEMENT LLC

1520 West Canal Court
Suite 100
Littleton, Colorado 80120
Tel: 303-734-1234

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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 StatusApproved
Firm CRD#174844
SEC#801-107110
Assets Managed by Firm$476,481,402
No. of Clients6427
No. of Advisors82

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 ClientsAUM
Firm Total6427$476,481,402
Individuals (other than high net worth individuals)3596$411,702,669
High net worth individuals31$64,778,733

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