CRD: 302115
Tolley Financial Group, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-03-2019
- Office Locations
- 1
Office Locations
About Tolley Financial Group, LLC
Tolley Financial Group is a Raleigh, NC investment advisory firm focused on retirement planning for business owners, employees, and families. It builds plans around net worth and cash-flow fundamentals and stays current through regular meetings. Services include tax-reduction strategies, 401(k) education/management, retirement account consolidation, insurance planning, college savings, and estate/trust planning, with portfolios guided by active asset allocation using funds and ETFs.
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Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
THOMAS JACOB TOLLEY
Chief Compliance Officer, Managing Member, Owner
- CRD
- #5107907
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $121,857,197 | $272,003 |
| Non-Discretionary | $0 | -- |
| Total | $121,857,197 | $272,003 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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