|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Tucker Jr Douglas Ray
✚
|
|
|---|---|
| CRD # | 298292 |
| SEC # | 801-118704 |
| CIK # | |
| AUM | $271.6 M (2025-03-14) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 334-277-0500 |
| Address | 254 Winton Blount Loop Montgomery, AL 36117 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,908 | 160.6 |
| (b) Individuals (high net worth individuals) | 58 | 93.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 17.7 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,430 | 271.6 |
| By Discretionary | ||
| Discretionary | 4,425 | 267.7 |
| Non-Discretionary | 5 | 3.9 |
| Total | 4,430 | 271.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 271.6 | |
| Total | 4,430 | 271.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Robertson Investment Management
✚
|
TX | 0.3 |
|
First Financial Group Corporation
✚
|
NC | 0.3 |
|
Apricus Wealth LLC
✚
|
SC | 0.3 |
|
Peninsula Asset Management Inc
✚
|
FL | 0.3 |
|
Wheelhouse Advisory Group LLC
✚
|
MO | 0.3 |
|
Kapstone Financial Advisors LLC
✚
|
OH | 0.3 |
|
Evolution Advisers Inc
✚
|
VA | 0.3 |
|
Ferguson-Johnson Wealth Management Inc
✚
|
MD | 0.3 |
|
Christopher J Hasenberg Inc
✚
|
WI | 0.3 |
|
Fortitude Financial LLC
✚
|
WA | 0.3 |