TUCKER ASSET MANAGEMENT LLC

CRD 174844 · SEC 801-107110

Visit website

1520 WEST CANAL COURT, SUITE 100, LITTLETON, CO, 80120, United States

Phone

303-734-1234

Fax

866-485-7160

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$603.6M

Discretionary AUM

$531.7M

Team

80 total employees; 69 advisory reps

Clients

Fees

Percentage of AUM; Hourly charges

Org form

Limited Liability Company

Filing date

2026-06-02

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

Type	Clients	AUM
Individuals	2900	$428.6M
High net worth individuals	43	$103.1M
Pension/profit sharing plans	17	$71.9M

States served

AZ, AR, CA, CO, DE, GA, ID, IL, IN, IA, KS, KY, LA, MD, MI, MS, MT, NV, NJ, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, CT, FL, SD

All web addresses on file

https://www.linkedin.com/company/tucker-asset-management/
HTTP://WWW.TUCKERAM.COM

Official SEC filing: View on IAPD