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, Louisiana-based limited liability company that provides financial planning and discretionary portfolio management primarily for individual and family clients and small businesses. The firm is owned by an individual principal and operates under a fee model that combines percentage-of-AUM charges with fixed fees. Investment activity includes an explicit focus on equities and exchange-traded strategies, and the firm identifies itself as an active ESG investor, incorporating environmental, social, and governance considerations into its process. It does not act as a capital allocator or pension consultant.
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 5
Gianni Toce
Investment Advisor RepresentativeCRD 7440185
Tyler Albrecht
ShareholderCRD 5748126
Robert Albrecht
Limited PartnerCRD 7606175
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
- 200 Mariners Plaza Dr
- 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