GM
GM

George Steve Magas

2 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
61 advisors
Number of Clients
3,191 clients
Average Client Portfolio
$201K average
Assets Under Management
$640.8M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
Loading...

Location

1520 West Canal Court, Suite 100, Littleton, CO, 80120

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

George is an independent insurance agent selling fixed insurance products, dedicating full-time hours to this activity. He also owns George S Magas CPA PC, providing tax services and representing clients before the IRS, also a full-time commitment.

Employment History
Current Registrations
Tucker Asset Management LLC
October 2023 - Present · 2 yrs 4 mos
State Registrations1 state
MD
Advisor
Exams
No exam information available for this advisor.