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THE TOKARZ GROUP ADVISERS LLC

287 Bowman Avenue
3rd Floor
Purchase, New York 10577
Tel: 914-701-0310

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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 StatusApproved
Firm CRD#141577
SEC#801-67221
Assets Managed by Firm$33,995,496
No. of Clients1
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total1$33,995,496

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