$48.0M Total AUM
$48.0M Disc. AUM
-- 3Y CAGR
2 Employees
473 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-31-2002
- Office Locations
- 1
Office Locations
-- Belgrade ME
About Tonge Investments
Tonge Investments is a retail-focused RIA based in Belgrade, Maine, led by Richard Smith Tonge (President/CCO). The firm builds client portfolios and supports retirement plan and insurance needs, with a strong ETF and index-fund orientation (primarily ETF SMAs) alongside mutual funds. Custody is primarily with Charles Schwab.
Team overview
-- AVG AGE
$24.0M AVG AUM / ADVISOR
$101.5K AVG AUM / CLIENT
12.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
23yrs Firm Age
Insights
Available
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
RICHARD SMITH TONGE
Chief Compliance Officer, President, Principal
- CRD
- #700822
- Ownership
- 75% or more
Available
Available
Available
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A
Abigail Mary Genovese
--
- CRD
- #8226580
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,022,711 | $200,000 |
| Non-Discretionary | $0 | -- |
| Total | $48,022,711 | $200,000 |
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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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