Travis
Tucker

Wasatch Advisors Lp

CRD#6243482
Investment Advisor
in Salt Lake City, UT

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About this Advisor

Travis Tucker is a financial advisor based in Salt Lake City, Utah, working with Wasatch Advisors Lp. Travis has previously held positions at Fidelity Investments, Alps Distributors Inc, and Wasatch Advisors, Lp. Travis has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Utah. Currently, Travis is part of Wasatch Advisors Lp, which operates out of Salt Lake City, Utah. The firm has 90 employees and manages assets totaling $26.7 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and other services. The fee structure at Wasatch Advisors Lp includes asset-based and performance-based fees.

Certifications and Registrations

Series 66, Series 63

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

505 Wakara Way 3Rd Floor
Salt Lake City, UT 84108

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Wasatch Advisors Lp Brokerage Details

Total Assets Under Management

$26,663,066,907

UT Average: $693,624,108
Total Number of Employees

90

UT Average: 12
Total Number of Accounts

237

UT Average: 1,115
Average Account Size

$112,502,392

UT Average: $622,084

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Other

Travis Tucker Work History

2016 - Present (8 years)

Alps Distributors Inc

2016 - Present (8 years)

Wasatch Advisors, Lp

2013 - 2016 (3 years)

Fidelity Investments

Disclosures

Please visit the SEC profile of Travis Tucker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wasatch Advisors Lp

Michael Rasmussen
Salt Lake City, UT
Amelia Kennedy
Salt Lake City, UT
Kenneth Applegate
Salt Lake City, UT
Christopher Grant
Salt Lake City, UT
Michael Valentine
Salt Lake City, UT
Travis Tucker
Salt Lake City, UT
David Powers
Salt Lake City, UT
Austin Bone
Salt Lake City, UT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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