$6.5M Total AUM
$6.5M Disc. AUM
-- 3Y CAGR
1 Employees
95 ADV. Clients
6 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-11-2020
- Office Locations
- 1
Office Locations
-- Arlington WA
About Toyer Investment Advisors LLC
Toyer Investment Advisors LLC is a Washington-based registered investment adviser providing investment management and financial planning for retail clients, including entrepreneurs. The firm focuses on active asset allocation and portfolio construction, primarily implemented with ETFs and mutual funds. Custody includes Interactive Brokers, and the practice is led by President Robert James Toyer.
Team overview
38 AVG AGE
$6.5M AVG AUM / ADVISOR
$68.4K AVG AUM / CLIENT
6.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
ROBERT JAMES TOYER
President
- CRD
- #5103720
- 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 | $6,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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