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 advisor organized as an LLC and active since 2016. The firm positions itself as a capital allocator working with individual and family clients as well as institutional accounts. Core services listed include financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers and managers. Fee arrangements combine a percentage of assets under management with hourly billing. The firm does not identify as an active ESG investor.
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 5
Mark Chioda
CEO & Managing DirectorCRD 5707980
Paul Yoon
CEO and Financial AdvisorCRD 6210346
Travis Ivanoff
CEOCRD 6861827
Contacts
3 of 57
Jeffrey Martin
FounderCRD 5139022
Robert Anglin
Investment Adviser RepresentativeCRD 4290860
Carlton Ebneth
ProducerCRD 3248726
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 465Active vs passive
$443M in ETFs
78%
$345M
20%
$97.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $95.6M | 128,059 | 21.59% |
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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