TUCKER ASSET MANAGEMENT LLC
Firm details
- Headquarters
- LITTLETON, Colorado
- CRD number
- 174844
- Registered since
- January 13, 2016
- Website
- twealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals71.02%
- HNWI17.08%
- Pension & Profit Sharing Plans11.91%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Tucker Asset Management LLC is an independent registered investment adviser formed as an LLC and SEC-registered since 2016. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that also selects outside managers. Core advisory services include financial planning, portfolio management for individuals and small businesses, and manager selection. Compensation is primarily a percentage of assets under management, with the option for hourly billing. FINTRX flags the firm as not an active ESG investor; it also lists relationships with an accountant and an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds77%
- Exchange Traded Equities21%
- Cash & Cash Equivalents2%
Owners & executives
3 of 5MARK CHIODA
CEO & Managing DirectorCRD 5707980
Travis Ivanoff
CEOCRD 6861827
KARLAN TUCKER
Founder and CEOCRD 6449856
Contacts
3 of 58THOMAS SAVINO
Investment Advisor RepresentativeCRD 2522213
LEONARD BODNAR
Senior Regional LeaderCRD 6243765
DONNA BARNHILL
Investment Advisor RepresentativeCRD 6389855
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 599Active vs passive
$378M in ETFs
76%
$287M
23%
$91.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $98.4M | 144,296 | 26.01% |
Location
LITTLETON, CO
ARAPAHOE
Location
LITTLETON, CO
Headquartered in LITTLETON, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- ARAPAHOE
- Address
- 1520 W Canal Ct
- Time zone
- MT (UTC-7)
- Office locations
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