Tucker, Robert Eugene is a large advisory firm based in Reston. It manages $94.24 million of regulatory assets for 455 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of District of Columbia, Florida, Georgia, and 4 other states.
Tucker, Robert Eugene provides financial planning services, 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.
The assets under management (AUM) of Tucker, Robert Eugene is $94.24 million. The firm's AUM has grown by 26% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Tucker, Robert Eugene for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Tucker, Robert Eugene is owned by Robert Eugene Tucker. Chloerissa Grey Kirwan joined the executive team most recently as the Chief Compliance Officer.
The principal office where Tucker, Robert Eugene performs its advisory services is located at 1984 Isaac Newton Square West, Reston, VA 20190 5039, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 703-481-2280 or by fax 703-935-6402. The normal business hours are 8:30 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.restonwealth.com.