P
CRD: 131185
Phingers AND Toze Investments, LLC
SAN Francisco, CA
6128890776
$71.4M Total AUM
$71.4M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-08-1997
- Office Locations
- 1
Office Locations
-- SAN Francisco CA
About Phingers AND Toze Investments, LLC
Phingers AND Toze Investments, LLC is a SAN Francisco-based RIA. The firm has been operating for 28 years. Managing $71.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$71.4M AVG AUM / ADVISOR
$11.9M AVG AUM / CLIENT
28.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age
Insights
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Investment Vehicles
Quantum
Services
Element element
Owner & Executives
R
ROBERT BOLDUC ROGERS
Owner
- CRD
- #2516272
- Ownership
- 75% or more
(434) 951-5008
oak.crest@horizoncapital.com
in linkedin.com/in/legacy-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,406,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $71,406,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $71,406,000
Equity - OTC:
32.9% Equity - Exchange:
42.5% Cash:
24.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,653,742,473 | 32.9% |
| Equity - Exchange | $2,136,293,468 | 42.5% |
| Cash | $1,236,536,924 | 24.6% |
| Total | $5,026,572,865 | 100.0% |