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Building 2TOCQUEVILLE ASSET MANAGEMENT LP

Map pinNEW YORK, NY
Phone212-698-0800
NotebookSEC #801-36209
Total AUM
$10.2B
Employees
73
Clients
1,272

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
40 WEST 57TH STREET
19TH FLOOR
NEW YORK
NY 10019
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
212-698-0800
Other Offices
1

ReceiptFinancials

Total AUM
$10.2B
Accounts
2,314
Discretionary
$9.3B
Accounts
2,193
Non-Discretionary
$922.9M
Accounts
121

ContactClients

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Individual Clients
418
AUM
$53.9M
HNW Individual Clients
741
AUM
$5.7B
Banking Clients
1
AUM
$0
Investment Company Clients
3
AUM
$956.2M
Pooled Vehicle Clients
8
AUM
$254.3M
Pension/Profit Sharing Plan Clients
15
AUM
$599.7M
Charitable Organization Clients
42
AUM
$1.2B
Government Entity Clients
6
AUM
$290.9M
Investment Advisor Clients
6
AUM
$774.9M
Insurance Company Clients
5
AUM
$181.5M
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
26
AUM
$279.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
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HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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