Toner Asset Management Group Inc

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Assets, Funds, Holdings

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Toner Asset Management Group Inc
CRD #120640
SEC #801-110292
CIK #
AUM
Employees 1 (100% Investors, 0% Brokers)
Phone757-425-1977
Address303 34th Street
Virginia Beach, VA 23451
Source [IAPD] [LinkedIn]
Total AUM ($MM)
14011284562802007201220172022
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 9 0.9
(b) Individuals (high net worth individuals) 26 60.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 186 61.6
By Discretionary
Discretionary 186 61.6
Non-Discretionary 0 0.0
Total 186 61.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 61.6
Total 186 61.6
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