George
Mcauliffe

Tocqueville Asset Management Lp

CRD#4623650
Investment Advisor
in New York, NY

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About this Advisor

George Mcauliffe is a financial advisor based in New York, New York, working with Tocqueville Asset Management Lp. George has previously held a position at Tocqueville Securities L.P. George has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, George is part of Tocqueville Asset Management Lp, which operates out of New York, New York. The firm has 1 office and 74 employees. The firm manages assets totaling $8.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Tocqueville Asset Management Lp includes asset-based and performance-based fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

40 West 57Th Street 19Th Floor
New York, NY 10019

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Tocqueville Asset Management Lp Brokerage Details

Total Assets Under Management

$8,867,921,379

NY Average: $7,464,549,021
Total Number of Employees

74

NY Average: 88
Total Number of Accounts

2,389

NY Average: 3,892
Average Account Size

$3,711,980

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

George Mcauliffe Work History

1998 - Present (26 years)

Tocqueville Securities L.P

Disclosures

Please visit the SEC profile of George Mcauliffe 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 Tocqueville Asset Management Lp

Heather Guardado
New York, NY
Anthony Balestrieri
New York, NY
John Ores
New York, NY
Jose Guardado
New York, NY
John Rochford
New York, NY
Paul Kleinschmidt
New York, NY
Paul Lambert
New York, NY
Donald Wang
New York, NY

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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