Tocqueville Asset Management LP

Tocqueville Asset Management LP (CRD# 105690) is a financial advisory firm headquartered in New York, NY. They manage $11,256,934,632 in 2,923 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    11,257
    MILLION
  • Total Number of Accounts
    2,923
    ACCOUNTS
  • Average Account Value
    $3,851,158
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Tocqueville Asset Management LP
Showing 1 - 9 of 9 top financial advisors.
1
Anthony P. Balestrieri
CRD#: 2437063
40 West 57th Street, 19th Floor, New York, NY 10019
96
Wealthminder
score

Anthony Balestrieri (CRD# 2437063) is an Investment Advisor Representative working at Tocqueville Asset Management LP in New York, NY and has over 24 years of experience in the finance industry.

2
Robert W. Kleinschmidt
CRD#: 855215
40 West 57th Street, 19th Floor, New York, NY 10019
96
Wealthminder
score

Robert Kleinschmidt (CRD# 855215) is an Investment Advisor Representative working at Tocqueville Asset Management LP in New York, NY and has over 35 years of experience in the finance industry.

3
Rudolf J. Mueller
CRD#: 601732
Longboat Key, FL
96
Wealthminder
score

Rudolf Mueller (CRD# 601732) is an Investment Advisor Representative working at Tocqueville Asset Management LP in Longboat Key, FL and has over 25 years of experience in the finance industry.

4
Madelaine R. Anagnostopoulos
CRD#: 1308426
40 West 57th Street, 19th Floor, New York, NY 10019
93
Wealthminder
score

Madelaine Anagnostopoulos (CRD# 1308426) is an Investment Advisor Representative working at Tocqueville Asset Management LP in New York, NY and has over 33 years of experience in the finance industry.

5
Nicholas Carlozzi
CRD#: 1276896
40 West 57th Street, 19th Floor, New York, NY 10019
93
Wealthminder
score

Nicholas Carlozzi (CRD# 1276896) is an Investment Advisor Representative working at Tocqueville Asset Management LP in New York, NY and has over 20 years of experience in the finance industry.

6
Irvin L. Cherashore
CRD#: 45389
40 West 57th Street, 19th Floor, New York, NY 10019
93
Wealthminder
score

Irvin Cherashore (CRD# 45389) is an Investment Advisor Representative working at Tocqueville Asset Management LP in New York, NY and has over 26 years of experience in the finance industry.

7
Matthew J. Cherashore
CRD#: 4600560
40 West 57th Street, 19th Floor, New York, NY 10019
93
Wealthminder
score

Matthew Cherashore (CRD# 4600560) is an Investment Advisor Representative working at Tocqueville Asset Management LP in New York, NY and has over 12 years of experience in the finance industry.

8
Michael G. Cooke
CRD#: 1074889
40 West 57th Street, 19th Floor, New York, NY 10019
93
Wealthminder
score

Michael Cooke (CRD# 1074889) is an Investment Advisor Representative working at Tocqueville Asset Management LP in New York, NY and has over 28 years of experience in the finance industry.

9
Quang V. Huwang
CRD#: 2441514
40 West 57th Street, 19th Floor, New York, NY 10019
93
Wealthminder
score

Quang Huwang (CRD# 2441514) is an Investment Advisor Representative working at Tocqueville Asset Management LP in New York, NY and has over 12 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.