Neidiger, Tucker, Bruner, Inc. (Centennial)

Name: Neidiger, Tucker, Bruner, Inc.
Address: 9540 South Maroon Circle, Centennial, CO, 80112
Telephone: 303-825-1825

Neidiger, Tucker, Bruner, Inc. is a large advisory firm based in Centennial. It manages $229.89 million of regulatory assets for 718 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of Arizona, California, Colorado, and 28 other states.

Neidiger, Tucker, Bruner provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Neidiger, Tucker, Bruner: assets under management

The assets under management (AUM) of Neidiger, Tucker, Bruner, Inc. is $229.89 million. The firm's AUM has grown by 402% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $147.86 million in discretionary accounts and $82.04 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $245.61 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $707.23 thousand.

Fees & Commissions

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

Based in Centennial

The principal office where Neidiger, Tucker, Bruner, Inc. performs its advisory services is located at 9540 South Maroon Circle, Centennial, CO 80112, which is also the mailing address of the firm. An additional office of the firm is in Colorado Springs, CO. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-825-1825 or by fax 303-825-3789. The normal business hours are 7:30 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at ntbinc.com.

Neidiger, Tucker, Bruner, Inc. (Centennial)

Neidiger, Tucker, Bruner: assets under management

Fees & Commissions

Based in Centennial

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