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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-17-2013
- Office Locations
- 3
Office Locations
About T2 Asset Management, LLC
T2 Asset Management provides customized investment management and wealth planning for retail investors, integrating financial, tax, and estate planning. The firm builds strategies aligned to each client’s plan across equities, fixed income, mutual funds, ETFs, and options, supported by an in-house team of credentialed portfolio managers. Custody options include Schwab and Interactive Brokers.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
KENNETH STEVEN TOMKO
Chief Compliance Officer, PRINCIPAL
- CRD
- #5746520
- Ownership
- 75% or more
PAUL EDWARD NOVAK
Wealth Manager
- CRD
- #5089392
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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VINCENT RICO CIONE
--
- CRD
- #4479328
JOSEPH SHANE CONTORNO
Senior Investment Advisor
- CRD
- #4383758
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $180,000,000 | $211,765 |
| Non-Discretionary | $0 | -- |
| Total | $180,000,000 | $211,765 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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