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Building 2TOEWS ASSET MANAGEMENT

Map pinNORTHFIELD, NJ
Phone877-863-9726
NotebookSEC #801-47765
Total AUM
$1B
Employees
20
Clients
129

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1750 ZION ROAD
SUITE 201
NORTHFIELD
NJ 08225-1844
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
877-863-9726
Other Offices
1

ReceiptFinancials

Total AUM
$1B
Accounts
129
Discretionary
$1B
Accounts
129
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
113
AUM
$13.9M
HNW Individual Clients
4
AUM
$3.4M
Investment Company Clients
8
AUM
$1B
Charitable Organization Clients
1
AUM
$15.4K
Corporation or Business Clients
3
AUM
$471.8K

Briefcase businessServices

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Services Offered
Company Portfolio ManagementEducationIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CADEFLGAKSMDNCNJNYOKPASCTNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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