FIND A TOFINO CAPITAL MANAGEMENT, LLC FINANCIAL ADVISOR NEAR ME
Find, Compare and Monitor Financial Advisors at TOFINO CAPITAL MANAGEMENT, LLC
CRD#: 329829
RIA
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for TOFINO CAPITAL MANAGEMENT, LLC Comes From
Understanding the Statistics for TOFINO CAPITAL MANAGEMENT, LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
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Clients
Total
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Individuals
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HNWI
No Information
Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
326 18th St. Ne, Washington, DC 20002
Phone Number
(202) 413-9055
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
|---|---|---|---|---|---|---|---|
| No Information | |||||||
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at TOFINO CAPITAL MANAGEMENT, LLC
AK
Andrew Thomas Katzenberger
IAR
CRD#: 7885876
Location:
Caldwell, ID 83605
Company:
KATZ CAPITAL ADVISORS
Disclosures:
Experience:
1 year
David Allen Shaffer
IAR
RR
CRD#: 7426278
Location:
Denver, PA
Company:
OSAIC WEALTH, INC.
Disclosures:
Experience:
4 years
FB
Frank A Barbera
PR
CRD#: 5940466
Location:
Rolling Hills Est., CA 90274
Company:
ROYAL PALMS CAPITAL, LLC
Disclosures:
Experience:
14 years
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