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

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