Tucker Hargrove Management Inc (Media)

Tucker Hargrove Management Inc is a mid-sized advisory firm based in Media. It manages $31.15 million of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Delaware, Pennsylvania, and Virginia.

Tucker Hargrove Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. 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 Hargrove Management: assets under management

The assets under management (AUM) of Tucker Hargrove Management Inc is $31.15 million. The firm's AUM has gone down by -50% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $19.85 million in discretionary accounts and $11.3 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $620.26 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.77 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tucker Hargrove Management Inc for their services and products based on a percentage of assets under management 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.

Careers at Tucker Hargrove Management Inc

David R Hargrove has been acting as President since 1 Nov 1992. Joanne Rumer Havertine joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Martha D Tucker	Secretary	1 Sep 1953	Other	4361591
David R Hargrove	President	1 Nov 1992	75% - 100%	2252140
Martha D Tucker	Secretary	1 Nov 1992	Other	4361591
David Raymond Hargrove	President	1 Nov 1992	75% - 100%	2252140
Martha Dixon Tucker	Secretary	1 Nov 1992	Other	4361591
Joanne Rumer Havertine	Chief compliance officer	1 Oct 2004	Other	1038526
David R Hargrove	Chief compliance officer	1 Oct 2009	75% - 100%	1038526

Based in Media

The principal office where Tucker Hargrove Management Inc performs its advisory services is located at 202 N Monroe St, Media, PA 19063 The mailing address of the firm is P O Box 669, Media, PA 19063. It doesn’t run an office outside of the United States.