Andrew
Toshie
Ibn Asset Management, LLC
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About this Advisor
Andrew Toshie is a financial advisor working in Winter Springs, Florida with 1 year of relevant experience. Toshie is an employee of Ibn Asset Management, LLC. During their career, the advisor has held roles at Sterne Agee Financial Services, Inc, Prospera Financial Services, Institutional Bond Network, Arbitrage Management Group and Ibn Asset Management, LLC. Toshie holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Ibn Asset Management, LLC is a financial advisory company that has its headquarters in Thousand Oaks, CA. It manages $107 million in assets among its 37 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. The firm has a few services, including portfolio management for institutional clients and other services. Fees for financial advice typically are based on which services the firm provides the client. Fees billed by Ibn Asset Management, LLC most likely are comprised of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ibn Asset Management, LLC Brokerage Details
$107,175,736
6
37
$2,896,642
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Other
Andrew Toshie Work History
Andrew has been registered as a financial advisor for 1 years.*
Ibn Asset Management, LLC
Institutional Bond Network
Arbitrage Management Group
Prospera Financial Services
Sterne Agee Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Andrew Toshie to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ibn Asset Management, LLC
Winter Park, FL
Thousand Oaks, CA
Thousand Oaks, CA
Thousand Oaks, CA
Winter Springs, FL
Thousand Oaks, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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