Tucker, Robert Eugene (Reston)

Name: Tucker, Robert Eugene
Address: 1984 Isaac Newton Square West, Reston, VA, 20190 5039
Telephone: 703-481-2280

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.

Tucker, Robert Eugene: assets under management

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 firm manages $93.7 million in discretionary accounts and $534.16 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $208.69 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $89.03 thousand.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Tucker, Robert Eugene

Tucker, Robert Eugene is owned by Robert Eugene Tucker. Chloerissa Grey Kirwan joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Eugene Tucker	Owner/chief compliance officer	1 Jan 2003	75% - 100%	1610751
Chloerissa Grey Kirwan	Chief compliance officer	1 Mar 2011	Other	4305480

Based in Reston

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.