Tonge Investments
Firm details
- Headquarters
- ,
- CRD number
- 119651
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals86.46%
- HNWI13.54%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Tonge Investments is an independent, privately owned advisory firm organized as a corporation that focuses on fee-based portfolio management for individuals and small businesses. The firm is state-registered in Maine and New Hampshire and is structured to serve individual and family clients. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Tonge Investments emphasizes discretionary portfolio management and does not operate as a capital allocator.
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 Equities86%
- Cash & Cash Equivalents14%
Contacts
2 of 2
Richard Tonge
PresidentCRD 700822
Abigail Genovese
Registered Investment AdvisorCRD 8226580
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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