|
⚲
|
| Tucker Asset Management LLC
✚
|
|
|---|---|
| CRD # | 174844 |
| SEC # | 801-107110 |
| CIK # | 0001870012 |
| AUM | $369.4 MM (2023-03-29) |
| Employees | 75 (93% Investors, 0% Brokers) |
| Phone | 303-734-1234 |
| Address | 1520 West Canal Court Littleton, CO 80120 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.0 | |
| NVDA | 399.6 | 0.0 | |
| RTX | 139.5 | 0.0 | |
| AMPH | 1.6 | 0.0 | |
| GLP | 0.8 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,036 | 335.4 |
| (b) Individuals (high net worth individuals) | 18 | 34.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,679 | 369.4 |
| By Discretionary | ||
| Discretionary | 3,679 | 369.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,679 | 369.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 369.4 | |
| Total | 3,679 | 369.4 |
| Limited Partners | 2011 - 2023 |
|---|---|
| New Jersey Division of Investment |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001870012] |
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|---|---|---|
|
Prism Advisors Inc
✚
|
CA | 0.4 |
|
SMH Capital Advisors LLC
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TX | 0.4 |
|
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|
First City Capital Management Inc
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Edmonds Duncan Registered Investment Advisors LLC
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PA | 0.4 |
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DDFG Inc
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CA | 0.4 |
|
Boston Standard Wealth Management LLC
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MA | 0.4 |
|
Hamilton Wealth LLC
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|
CA | 0.4 |