CRD: 310631
Tolton Asset Management, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-16-2020
- Office Locations
- 1
Office Locations
About Tolton Asset Management, LLC
Tolton Asset Management, LLC is a Los Angeles-based RIA providing customized wealth management and investment advisory services spanning planning, administration/logistics, and portfolio strategy for individuals planning across career and retirement. Portfolios emphasize ETFs and public funds, with an asset-allocation and risk-management focus and selective use of alternatives (e.g., real estate/private credit). Custodied at Morgan Stanley.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JUSTIN CRAIG TOLTON
Partner
- CRD
- #1723622
- Ownership
- 50% but less than 75%
SCOTT CHRISTOPHER TOLTON
Chief Compliance Officer, Senior Associate
- CRD
- #7278872
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $36,147,224 | -- |
| Total | $36,147,224 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing