T
$66.3M Total AUM
$66.3M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Prudential
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-24-2002
- Office Locations
- 1
Office Locations
304 34th Street Suite 4 Virginia Beach VA
About Toner Asset Management Group, Inc.
Toner Asset Management Group, Inc. is a Virginia Beach-based RIA. The firm has been operating for 24 years. Managing $66.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Prudential.
Team overview
-- AVG AGE
$66.3M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
23.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
Available
Available
Available
Available
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Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
TROY BRYON TONER
Chief Compliance Officer, President
- CRD
- #4357415
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,285,150 | $331,144 |
| Non-Discretionary | $0 | -- |
| Total | $66,285,150 | $331,144 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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