Toner Asset Management Group, Inc.

Overview

Toner Asset Management Group, Inc. is an independent registered investment adviser established in 2017 and owned by an individual principal. The firm serves individual and family clients, delivering financial planning and portfolio management services for individuals, small businesses, and other business or institutional clients. Its fee schedule combines percentage-of-assets and fixed-fee arrangements. The firm does not identify as a capital allocator and is not listed as an active ESG investor. It is not a multi-state adviser and is not described as newly formed. Advisory activity centers on personalized planning and discretionary portfolio management rather than large-scale institutional consulting.

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Location & Offices