Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > new york > purchase > THE TOKARZ GROUP ADVISERS LLC
THE TOKARZ GROUP ADVISERS LLC
287 Bowman Avenue
3rd Floor
Purchase, New York 10577
Tel: 914-701-0310
About THE TOKARZ GROUP ADVISERS LLC
THE TOKARZ GROUP ADVISERS LLC, formally registered with the SEC as THE TOKARZ GROUP ADVISERS LLC. The firm was established in 10/31/2006. They have over 2 offices throughout the country.
THE TOKARZ GROUP ADVISERS LLC is a Purchase, New York based Financial Planning firm with nearly $33,995,496 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 141577 |
| SEC# | 801-67221 |
| Assets Managed by Firm | $33,995,496 |
| No. of Clients | 1 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $33,995,496 |
More Retirement Planning firms in Purchase, New York:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $2,549,092,782,514 | 92898 | 3167 | |
| $1,661,286,615,154 | 189311 | 1305 | |
| $1,288,497,806,439 | 2184 | 6407 | |
| $869,677,370,186 | 306 | 221 | |
| $535,031,832,553 | 25406 | 492 |
Explore More Retirement Advisors in Purchase, New York