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$14.4M Total AUM
$14.4M Disc. AUM
-- 3Y CAGR
1 Employees
14 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-14-2021
- Office Locations
- 1
Office Locations
128 W Wayne AVE Wayne PA
About Todorow Capital Partners LLC
Todorow Capital Partners LLC is a Wayne-based RIA. The firm has been operating for 5 years. Managing $14.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
-- AVG AGE
$14.4M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MATTHEW NMN TODOROW
Chief Compliance Officer, Managing Member, Vice President
- CRD
- #2268466
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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