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| Happy Holidays!! thanks for using AUM13F!! |
| Tucker Asset Management LLC
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| CRD # | 174844 |
| SEC # | 801-107110 |
| CIK # | 0001870012 |
| AUM | $640.8 M (2025-03-26) |
| Employees | 80 (99% Investors, 0% Brokers) |
| Phone | 303-734-1234 |
| Address | 1520 West Canal Court Littleton, CO 80120 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.0 | ||
| Atlas Holdings Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Procter & Gamble Co | 0.0 | ||
| United Technologies Corp /DE/ | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,117 | 493.5 |
| (b) Individuals (high net worth individuals) | 41 | 86.6 |
| (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 | 33 | 60.6 |
| (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 | 4,243 | 640.8 |
| By Discretionary | ||
| Discretionary | 4,210 | 580.2 |
| Non-Discretionary | 33 | 60.6 |
| Total | 4,243 | 640.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 640.8 | |
| Total | 4,243 | 640.8 |
| Limited Partners | 2011 - 2025 |
|---|---|
| New Jersey Division of Investment |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001870012] |
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|---|---|---|
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MD | 0.6 |
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Sivia Capital Partners LLC
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CA | 0.6 |
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Tilson Financial Group Inc
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Oneascent Investment Solutions LLC
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AL | 0.6 |
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Boone Wealth Advisors LLC
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WA | 0.6 |
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Allium Financial Advisors LLC
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OR | 0.6 |
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Financial Partners Group LLC
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TN | 0.6 |
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Dodds Wealth LLC
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CO | 0.6 |
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Sierra Summit Advisors LLC
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0.6 |