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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-01-2018
- Office Locations
- 2
Office Locations
About Toce Financial Group LLC
Toce Financial Group is a Louisiana-based, fee-only RIA providing financial planning, investments, and wealth management for local individuals and families. They lead with a strategic plan, then build goal-based portfolios largely using ETFs, with transparent pricing and no commissions. Modernized onboarding and a tech stack that includes Altruist and RightCapital support an efficient client experience.
Team overview
Insights
Custodian
Investment Themes
Services
Technology
Owner & Executives
ANDRE FRANCIS TOCE JR
Manager
- CRD
- #6233957
- Ownership
- 50% but less than 75%
Gianni Dane Toce
Investment Advisor Representative
- CRD
- #7440185
- Ownership
- 25% but less than 50%
Showing 2 of 6 owners & executives
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Blake Thomas Eiermann
Investment Advisor Representative
- CRD
- #7981891
Showing 1 of 7 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,201,642 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,201,642 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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