Tucker Anthony Incorporated (New York)

Tucker Anthony Incorporated is a large advisory firm based in New York. It manages $1.83 billion of regulatory assets for 2,520 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, California, Connecticut, and 22 other states.

Tucker Anthony Incorporated provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tucker Anthony Incorporated: assets under management

The assets under management (AUM) of Tucker Anthony Incorporated is $1.83 billion. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $900.44 million in discretionary accounts and $931.48 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $742.33 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $712.69 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tucker Anthony Incorporated for their services and products based on a percentage of assets under management, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Tucker Anthony Incorporated

Mark Gerard Donohue has been acting as President since 1 Apr 1997. Rbc Holdings (Usa) Inc. joined the executive team most recently as the Indirect.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 6 indirect owners.

Based in New York

The principal office where Tucker Anthony Incorporated performs its advisory services is located at 1 World Financial Center, New York, NY 10281, which is also the mailing address of the firm. An additional office of the firm is in Carlisle, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-225-8455 or by fax 212-225-8455. The normal business hours are 9:00 a.m. to 5:00 p.m on Monday - Friday. You can find more information about the New York firm at www.tuckeranthony.com.

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