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TOTH FINANCIAL ADVISORY CORP
608 South King Street
Suite 300
Leesburg, Virginia 20175
Tel: 703-443-8684
About TOTH FINANCIAL ADVISORY CORP
TOTH FINANCIAL ADVISORY CORP, formally registered with the SEC as TOTH FINANCIAL ADVISORY CORP. The firm was established in 08/21/1986. They have over 1 offices throughout the country.
TOTH FINANCIAL ADVISORY CORP is a Leesburg, Virginia based Financial Planning firm with nearly $865,899,358 assets under management, offering retirement planning & investment advisory services to 2133 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 104952 |
| SEC# | 801-27662 |
| Assets Managed by Firm | $865,899,358 |
| No. of Clients | 2133 |
| No. of Advisors | 18 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2133 | $865,899,358 |
| Individuals (other than high net worth individuals) | 398 | $175,229,572 |
| High net worth individuals | 207 | $643,122,426 |
| Pension and profit sharing plans | 4 | $12,273,983 |
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|---|---|---|---|
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