Andrew
Toshie

Ibn Asset Management, LLC

CRD#2570308
Investment Advisor
in Winter Springs, FL

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About this Advisor

Andrew Toshie is a financial advisor based in Winter Springs, Florida, working with Ibn Asset Management, LLC. Andrew has previously held positions at Prospera Financial Services, Ibn Asset Management, LLC, Sterne Agee Financial Services, Inc, Institutional Bond Network, and Arbitrage Management Group. Andrew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Andrew is part of Ibn Asset Management, LLC, which operates out of Winter Springs, Florida. The firm has 6 employees and manages assets totaling $100.6 million. The services offered by the firm include portfolio management for institutional clients and other services. The fee structure at Ibn Asset Management, LLC includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

Winter Springs, FL

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Ibn Asset Management, LLC Brokerage Details

Total Assets Under Management

$100,649,820

FL Average: $7,578,581,321
Total Number of Employees

6

FL Average: 43
Total Number of Accounts

46

FL Average: 3,727
Average Account Size

$2,188,040

FL Average: $2,033,427

Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Other

Andrew Toshie Work History

2022 - Present (3 years)

Ibn Asset Management, LLC

2020 - Present (5 years)

Institutional Bond Network

2005 - Present (20 years)

Arbitrage Management Group

2016 - 2020 (4 years)

Prospera Financial Services

2005 - 2016 (11 years)

Sterne Agee Financial Services, Inc

Created with Highcharts 6.0.7

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

Erik Hagge
Thousand Oaks, CA
David Emminger
Thousand Oaks, CA
Dellon Barry
Thousand Oaks, CA
Bradley Lukens
Winter Park, FL
Cindy Toshie
Thousand Oaks, CA
Andrew Toshie
Winter Springs, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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