Tolton Asset Management, LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 310631
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Tolton Asset Management, LLC is an independent, individual-owned RIA that focuses on managing portfolios for individuals and small businesses. The firm also lists accounting among its business activities. Its client base is primarily individual and family investors. Tolton charges a mix of percentage-of-AUM, hourly, and fixed fees. The adviser does not position itself as a capital allocator, is not multi-state, and does not identify as an active ESG investor or pension consultant.
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
- Exchange Traded Equities60%
- Public Funds/Mutual Funds36%
- Cash & Cash Equivalents4%
Contacts
2 of 2Justin Tolton
OwnerCRD 1723622
Scott Tolton
ConsultantCRD 7278872
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 8939 S Sepulveda Blvd
- Time zone
- PT (UTC-8)
- Office locations
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