Phingers And Toze Investments, LLC
Firm details
- Headquarters
- ,
- CRD number
- 131185
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Phingers And Toze Investments, LLC is a privately held limited liability company that provides portfolio management for individual and small business clients. Ownership is held by an individual and the firm charges clients on a percentage-of-assets-under-management basis. The adviser appears to operate on a single-state footprint and is not identified as an active ESG investor, pension consultant, or capital allocator. Registration details are limited (SEC registration year not provided) and the firm is recorded as an unclassified adviser in the available snapshot.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities45%
- Exchange Traded Equities32%
- Cash & Cash Equivalents23%
Contacts
1 of 1Robert Rogers
PartnerCRD 2516272
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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