Frederick C. Toth, Fsa, Cfa

Frederick C. Toth, Fsa, Cfa (CRD# 149191) is a financial advisory firm headquartered in Berkeley, CA. They manage $5,000,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1442a Walnut Street, Suite 54, Berkeley, CA 94709
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $5,000,000
Compensation Options
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Frederick C. Toth, Fsa, Cfa
Showing 1 - 1 of 1 top financial advisors.
1
Frederick Toth, financial advisor Berkeley CA
Frederick C. Toth
CRD#: 5636450
1442a Walnut Street, Suite 54, Berkeley, CA 94709

Frederick Toth (CRD# 5636450) is an Investment Advisor Representative working at Frederick C. Toth, Fsa, Cfa in Berkeley, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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