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 a privately owned investment advisory corporation that provides fee-based portfolio management to individuals, families and institutions. It has been SEC-registered since 1994 and reports a business mix that includes portfolio management for retail and institutional clients as well as educational workshops. The firm bills on a percentage-of-AUM basis and is not identified as an active ESG investor. FINTRX notes business activities tied to commodity/derivative sponsor or trading roles and other financial product sales, indicating some involvement with specialized products alongside traditional advisory services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 3PHILLIP TOEWS
Chief Executive Officer, Portfolio ManagerCRD 1643056
JASON GRAFFIUS
Chief Operating OfficerCRD 4604455
Yu Jin Kim
Chief Compliance OfficerCRD 4186432
Contacts
3 of 12JOHN SULLIVAN
Registered RepresentativeCRD 1185203
CHRISTOPHER COLLINS
Internal WholesalerCRD 6156165
DONALD JORDAN
Registered RepresentativeCRD 7168667
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 7Active vs passive
$261M in ETFs
95%
$248M
5%
$13.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $245M | 375,750 | 93.93% |
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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