Toews Asset Management
Firm details
- Headquarters
- Northfield, New Jersey
- CRD number
- 106304
- Registered since
- December 9, 1994
- Website
- toewsetfs.com
- Custodians
- CHARLES SCHWAB & CO., INC., PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies98.28%
- Individuals1.34%
- HNWI0.33%
- Corporations / Businesses0.05%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Toews Asset Management is an institutional registered investment adviser organized as a corporation that serves both individual/family and institutional clients. The firm is registered with the SEC and has been since 1994. It charges fees based on a percentage of assets under management and engages in both advisory work and distribution or product activities — its stated business activities include functioning as a CPO/CTA and as a salesperson of other financial products. Advisory services include discretionary portfolio management for individuals, small businesses, investment companies and institutions, plus educational seminars and workshops. The firm does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
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
- Public Funds/Mutual Funds59%
- Exchange Traded Equities34%
- Other5%
- Cash & Cash Equivalents2%
Owners & executives
3 of 3
Yu Jin Kim
Chief Compliance OfficerCRD 4186432
Jason Graffius
Chief Operating OfficerCRD 4604455
Phillip Toews
Chief Executive Officer, Portfolio ManagerCRD 1643056
Contacts
3 of 12
Eben Burr
PresidentCRD 5696634
Randall Schroeder
Managing DirectorCRD 4415247
Donald Jordan
Registered RepresentativeCRD 7168667
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$814M in ETFs
98%
$798M
2%
$16.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $266M | 355,690 | 32.72% |
Location
Northfield, NJ
Atlantic
Location
Northfield, NJ
Headquartered in Northfield, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Atlantic
- Address
- 1750 Zion Rd
- Time zone
- ET (UTC-5)
- Office locations
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