|
⚲
|
| Tucker Asset Management LLC
✚
| |
|---|---|
| CRD # | 174844 |
| SEC # | 801-107110 |
| CIK # | 0001870012 |
| AUM | $476.5 MM (2024-07-18) |
| Employees | 82 (95% Investors, 0% Brokers) |
| Phone | 303-734-1234 |
| Address | 1520 West Canal Court Littleton, CO 80120 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| NVDA | 399.6 | 0.0 | |
| AMRX | 0.5 | 0.0 | |
| AAPL | 2,382.8 | 0.0 | |
| RTX | 139.5 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| PG | 338.1 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,596 | 411.7 |
| (b) Individuals (high net worth individuals) | 31 | 64.8 |
| (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 | 0 | 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 | 6,427 | 476.5 |
| By Discretionary | ||
| Discretionary | 4,016 | 452.4 |
| Non-Discretionary | 2,411 | 24.1 |
| Total | 6,427 | 476.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 476.5 | |
| Total | 6,427 | 476.5 |
| Limited Partners | 2011 - 2024 |
|---|---|
| New Jersey Division of Investment |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001870012] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Kitching Partners LLC
✚
|
PA | 0.5 |
|
Rockline Wealth Management LLC
✚
|
NY | 0.5 |
|
Augustine Asset Management Inc
✚
|
FL | 0.5 |
|
Kreitler Financial LLC
✚
|
CT | 0.5 |
|
Compass Capital Corporation
✚
|
MA | 0.5 |
|
Schmidt Financial Group Inc
✚
|
WA | 0.5 |
|
Gradient Securities LLC
✚
|
MN | 0.5 |
|
GSB Wealth Management LLC
✚
|
CT | 0.5 |
|
Cook Wealth LLC
✚
|
NC | 0.5 |
|
Rye Brook Capital LLC
✚
|
CT | 0.5 |