Overview
Assets Under Management: $272 million
Headquarters: MONTGOMERY, AL
High-Net-Worth Clients: 58
Average Client Assets: $2 million
Frequently Asked Questions
TUCKER JR., DOUGLAS, RAY 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 #298292), TUCKER JR., DOUGLAS, RAY is subject to fiduciary duty under federal law.
TUCKER JR., DOUGLAS, RAY is headquartered in MONTGOMERY, AL.
TUCKER JR., DOUGLAS, RAY serves 58 high-net-worth clients according to their SEC filing dated March 14, 2025. View client details ↓
According to their SEC Form ADV, TUCKER JR., DOUGLAS, RAY offers financial planning and portfolio management for individuals. View all service details ↓
TUCKER JR., DOUGLAS, RAY manages $272 million in client assets according to their SEC filing dated March 14, 2025.
According to their SEC Form ADV, TUCKER JR., DOUGLAS, RAY serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.27
Average High-Net-Worth Client Assets: $2 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