The Tokarz Group Advisers LLC
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Overview
The Tokarz Group Advisers LLC is an advisory company headquartered in Purchase, New York. The Tokarz Group Advisers LLC controls $159.1 million in assets throughout three client accounts, placing it in the mid-tier of firms in the country by assets under management (AUM). The Tokarz Group Advisers LLC has a small group, including 9 financial advisors. The Tokarz Group Advisers LLC is not a registered broker-dealer, meaning the company cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are tradable fiscal investments like options, stocks and bonds.
The Tokarz Group Advisers LLC oversees two of the company's accounts on a discretionary basis. Discretionary management signifies that buy and sell choices are made by an investment advisor without needing to seek the customer's authorization. The firm also administers one non-discretionary accounts with a total of $41.1 million in assets. The company's average account size is $53.0 million. An average advisor at The Tokarz Group Advisers LLC manages fewer than one client account, placing it among the most personalized financial advisor firms in the country.
The company's headquarters is at 287 Bowman Avenue, Purchase, New York 10577. It is permitted to serve investors throughout 5 states, including Illinois, New York, Ohio, Tennessee and Wisconsin.
Assets Under Management
Number of Advisors
Disclosures
Office Location
The Tokarz Group Advisers LLC by the Numbers
$159.1 million
13
3
$53.0 million
Fee Structure
Fees charged by financial advisors largely are based on the financial services offered. However, fee types billed by The Tokarz Group Advisers LLC likely consist of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by The Tokarz Group Advisers LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with pooled investment vehicles. Out of its three accounts, The Tokarz Group Advisers LLC's largest client by number of accounts is pooled investment vehicles. None of its accounts are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
The Tokarz Group Advisers LLC does not have any disclosures.
Please visit its Form ADV for more details.
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