Juan
Avila
Toroso Investments, LLC
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About this Advisor
Juan Avila is a financial advisor working out of Chicago, Illinois with a total of 10 years of relevant experience. Avila is currently employed by Toroso Investments, LLC. They have worked at Toroso Investments, Llc for all of their career. Avila maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Illinois. Toroso Investments, LLC is a business operating out of Milwaukee, WI. The investment advisory business has offices in two locations and a total of 41 financial advisors. It manages $6 billion in assets under management between its 711 client accounts, making it one of the largest firms in the United States by assets under management. The firm serves three charities and foundations. Of its 711 accounts, 19% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Toroso Investments, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting services, selection of other advisers and other services. Fees for financial management largely depend on which services the firm provides the client. Fee types billed by Toroso Investments, LLC may include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Toroso Investments, LLC Brokerage Details
$5,574,754,331
41
711
$7,840,723
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Pension consulting services
- Selection of other advisers
- Other
Juan Avila Work History
Juan has been registered as a financial advisor for 10 years.*
Toroso Investments, LLC
*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 Juan Avila 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 Toroso Investments, LLC
Chicago, IL
Chicago, IL
Chicago, IL
Lincoln, RI
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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