287 Bowman Avenue
3rd Floor
Purchase, New York 10577
Tel: 914-701-0310
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.
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 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1 | $33,995,496 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$2,549,092,782,514 | 92898 | 3167 | |
$1,661,286,615,154 | 189311 | 1305 | |
$1,402,425,838,334 | 2405783 | 29300 | |
$1,288,497,806,439 | 2184 | 6407 | |
$1,271,593,679,276 | 2911578 | 34934 |
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