Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > florida > jacksonville > TOAMS FINANCIAL
TOAMS FINANCIAL
1901 University Blvd W
Jacksonville, Florida 32217
Tel: (904) 733-5321
About TOAMS FINANCIAL
TOAMS FINANCIAL, formally registered with the SEC as TOAMS FINANCIAL. The firm was established in 03/29/2021. They have over 1 offices throughout the country.
TOAMS FINANCIAL is a Jacksonville, Florida based Financial Planning firm with nearly $155,000,000 assets under management, offering retirement planning & investment advisory services to 1902 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 300043 |
| SEC# | 801-120648 |
| Assets Managed by Firm | $155,000,000 |
| No. of Clients | 1902 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1902 | $155,000,000 |
| Individuals (other than high net worth individuals) | 972 | $122,000,000 |
| High net worth individuals | 21 | $33,000,000 |
More Retirement Planning firms in Jacksonville, Florida:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
| $97,371,716,804 | 38 | 578 | |
| $92,968,371,160 | 146 | 264 |
Explore More Retirement Advisors in Jacksonville, Florida