Togwotee Cio
Firm details
- Headquarters
- ,
- CRD number
- 311981
- Registered since
- January 4, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Corporations / Businesses96.23%
- HNWI3.62%
- Individuals0.15%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Togwotee Cio LLC is an SEC-registered investment adviser formed as an LLC in 2021 that operates as an institutional RIA. The firm provides discretionary portfolio management to both institutional clients and smaller private entities, offering services for individuals, small businesses and business/institutional accounts. Compensation is a mix of asset-based fees and fixed fees. Togwotee Cio is not positioned as a capital allocator, does not describe itself as an ESG investor, and is not registered as a multi-state adviser 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
- Public Funds/Mutual Funds89%
- US Government Bonds9%
- Exchange Traded Equities1%
- Other1%
Owners & executives
1 of 1
R. Brendt Stallings
Chief Investment OfficerCRD 6159169
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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