Toce Financial Group LLC
Firm details
- Headquarters
- Mandeville, Louisiana
- CRD number
- 297965
- Website
- tocefinancial.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals84.09%
- Pension & Profit Sharing Plans14.05%
- Charitable Organizations1.87%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Toce Financial Group LLC is an independent, single-owner registered investment adviser organized as an LLC that focuses on advice for individuals and families. Its advisory services are concentrated on financial planning and discretionary portfolio management for individual and small-business clients. The firm charges either a percentage of assets under management or fixed fees for its services and identifies as an active ESG investor. The firm is not positioned as a capital allocator or pension consultant, and it does not operate as a multi-state adviser according to the source data. Services appear targeted to retail private clients rather than institutions or outsourced CIO arrangements.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents20%
Owners & executives
1 of 1
Andre Toce
Founder & CEOCRD 6233957
Contacts
3 of 6
Gianni Toce
Investment Advisor RepresentativeCRD 7440185
Blake Eiermann
Investment Advisor RepresentativeCRD 7981891
Herbert DeLeon
ShareholderCRD 7606182
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mandeville, LA
Saint Tammany
Location
Mandeville, LA
Headquartered in Mandeville, LA, anchoring the New Orleans-Metairie-Hammond, LA-MS metro in the South.
- Metro area
- New Orleans-Metairie-Hammond, LA-MS
- Region
- South
- County
- Saint Tammany
- Address
- 1830 Monroe St
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Cornerstone Advisory
RIAMandeville, LA
GT Financial, Ltd., L.L.C.
RIAMandeville, LA
Martin & Associates Investment Advisory Services LLC
RIAMandeville, LA
Kropog Financial Group, LLC
RIAMandeville, LA
Spinosa Wealth Management Group
RIAMandeville, LA
Eagle Capital Management, LLC
RIAMandeville, LA