Overview
Assets Under Management: $641 million
Headquarters: LITTLETON, CO
High-Net-Worth Clients: 41
Average Client Assets: $2 million
Frequently Asked Questions
TUCKER ASSET MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #174844), TUCKER ASSET MANAGEMENT LLC is subject to fiduciary duty under federal law.
TUCKER ASSET MANAGEMENT LLC is headquartered in LITTLETON, CO.
TUCKER ASSET MANAGEMENT LLC serves 41 high-net-worth clients according to their SEC filing dated March 26, 2025. View client details ↓
According to their SEC Form ADV, TUCKER ASSET MANAGEMENT LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
TUCKER ASSET MANAGEMENT LLC manages $641 million in client assets according to their SEC filing dated March 26, 2025.
According to their SEC Form ADV, TUCKER ASSET MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 13.52
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 4,243
Discretionary Accounts: 4,210
Non-Discretionary Accounts: 33
Regulatory Filings
CRD Number: 174844
Filing ID: 1964833
Last Filing Date: 2025-03-26 19:55:00
Website: https://tuckeram.com