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Building 2TUCKER FINANCIAL GROUP

Map pinMONTGOMERY, AL
Phone334-277-0500
NotebookSEC #801-118704
Total AUM
$339M
Employees
3
Clients
2,438

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
254 WINTON BLOUNT LOOP
MONTGOMERY
AL 36117
United States
Operating Hours
9-5
Monday - Friday
Phone
334-277-0500

ReceiptFinancials

Total AUM
$339M
Accounts
3,950
Discretionary
$339M
Accounts
3,950
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2,367
AUM
$225.5M
HNW Individual Clients
62
AUM
$93.5M
Pension/Profit Sharing Plan Clients
7
AUM
$15.5M
Charitable Organization Clients
1
AUM
$1.6M
Corporation or Business Clients
1
AUM
$2.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGALATNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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