Joshua
Kaufthal
Tocqueville Asset Management Lp
Answer a few questions and
get matched with an advisor.
About this Advisor
Joshua Kaufthal is a financial advisor based in New York, New York with 2 years of relevant experience. Kaufthal currently works for Tocqueville Asset Management Lp. They have spent all of their career at Tocqueville Asset Management Lp. Kaufthal maintains a Series 63 license, which qualifies them as a securities broker, and is approved to advise clients in New York. Tocqueville Asset Management Lp is a registered investment business headquartered in New York, NY. The firm has a total of 75 advisors. It manages $8 billion in total assets among its 2,371 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 43 charities and foundations. Of its 2,371 accounts, 54% belong to high-net-worth investors who have greater than $1 million in investable assets. The advisory firm provides a diverse assortment of services, such as 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. Financial management fee schedules usually are based on the type of services. However, fee types charged by Tocqueville Asset Management Lp most likely include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Tocqueville Asset Management Lp Brokerage Details
$7,944,106,626
75
2,371
$3,350,530
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
Joshua Kaufthal Work History
Joshua has been registered as a financial advisor for 2 years.*
Tocqueville Securities, L.P
*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 Joshua Kaufthal 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
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
New York, NY
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
