Phillip
Toews

Toews Asset Management

CRD#1643056
Investment Advisor
in New York, NY

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About this Advisor

Phillip Toews is a financial advisor based in New York, New York, working with Toews Asset Management. Phillip has previously held positions at Toews Corporation and Northern Lights Distributors, LLC. Phillip has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey, New York, Pennsylvania, and Texas. Currently, Phillip is part of Toews Asset Management, which operates out of New York, New York. The firm has 1 office and 24 employees. The firm manages assets totaling $998.9 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, and educational seminars. The fee structure at Toews Asset Management includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

900 Broadway Suite 801
New York, NY 10003

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Toews Asset Management Brokerage Details

Total Assets Under Management

$998,895,518

NY Average: $10,121,009,343
Total Number of Employees

24

NY Average: 92
Total Number of Accounts

179

NY Average: 6,978
Average Account Size

$5,580,422

NY Average: $1,450,417

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops

Phillip Toews Work History

1994 - Present (30 years)

Toews Corporation

2007 - 2019 (12 years)

Northern Lights Distributors, LLC

Disclosures

Please visit the SEC profile of Phillip Toews 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 Toews Asset Management

Donald Jordan
Mobile, AL
Kevin Kenny
New York, NY
Charles Collins
Northfield, NJ
Christopher Collins
Northfield, NJ
Landon Gould
Northfield, NJ
Harold Clemons
Northfield, NJ
Eric Esposito
Northfield, NJ
Jason Graffius
Northfield, NJ

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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