Tocqueville Securities L.P.

Broker-DealerFINRA Member

Total AUM

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Advisory reps

Avg account

Firm details

Headquarters: New York, New York
CRD number: 26001
Registered since: March 16, 1990
Website: www.tocquevillefunds.com

Firm profile

FINTRX

Overview

Tocqueville Securities L.P. is organized as a partnership and is held by a combination of a domestic entity and individual owners. Data classifies the firm as "unclassified" rather than assigning it to a specific advisory category. The firm is not a capital allocator and is not identified as an active ESG investor. It is also not listed as a multistate adviser, not newly formed, not a pension consultant, and not a related adviser.

Location & Offices

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Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3

Robert Kleinschmidt
Chief Executive Officer and Chief Investment OfficerCRD 855215
Scott Schlesinger
Chief Operating OfficerCRD 1252675
Thomas Pandick
Chief Compliance OfficerCRD 4346309