Overview
Assets Under Management: $272 million
Headquarters: MONTGOMERY, AL
High-Net-Worth Clients: 3
Average Client Assets: $54 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.15
Average High-Net-Worth Client Assets: $54 million
Total Client Accounts: 4,430
Discretionary Accounts: 4,425
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 298292
Filing ID: 1955545
Last Filing Date: 2025-03-14 16:48:00
Website: https://tuckerfinancial.net