PT
CFA
PT
CFA

Patrick Andrew Tucci

3 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
262 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$573.0M

Fee Structure

Minimum Investment:$50K
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Location

One Tower Bridge, 100 Front Street, Suite 1111, W. Conshohocken, PA, 19428

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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.

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Employment History
Current Registrations
Forefront Analytics, LLC
May 2022 - Present · 3 yrs 9 mos
Previous Registrations
Gkfo, LLC
May 2022 - December 2023 · 1 yr 7 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.