Overview
Assets Under Management: $641 million
Headquarters: LITTLETON, CO
High-Net-Worth Clients: 41
Average Client Assets: $2 million
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