Tocqueville Asset Management LP

Tocqueville Asset Management LP (CRD# 105690) is a financial advisory firm headquartered in New York, NY. They manage $8,867,921,379 in 2,389 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    8,868
    MILLION
  • Total Number of Accounts
    2,389
    ACCOUNTS
  • Average Account Value
    $3,711,980
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
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, WY

Financial Advisors at Tocqueville Asset Management LP
Showing 1 - 10 of 35 top financial advisors.
1
Anthony P. Balestrieri
CRD#: 2437063
40 West 57th Street, 19th Floor, New York, NY 10019

Anthony Balestrieri (CRD# 2437063) is an Investment Advisor Representative working at Tocqueville Asset Management LP in New York, NY and has over 30 years of experience in the finance industry.

2
Nicholas Carlozzi
CRD#: 1276896
40 West 57th Street, 19th Floor, New York, NY 10019

Nicholas Carlozzi (CRD# 1276896) 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.

3
Irvin L. Cherashore
CRD#: 45389
40 West 57th Street, 19th Floor, New York, NY 10019

Irvin Cherashore (CRD# 45389) is an Investment Advisor Representative working at Tocqueville Asset Management LP in New York, NY and has over 32 years of experience in the finance industry.

4
Matthew J. Cherashore
CRD#: 4600560
40 West 57th Street, 19th Floor, New York, NY 10019

Matthew Cherashore (CRD# 4600560) is an Investment Advisor Representative working at Tocqueville Asset Management LP in New York, NY and has over 19 years of experience in the finance industry.

5
Robert W. Kleinschmidt
CRD#: 855215
40 West 57th Street, 19th Floor, New York, NY 10019

Robert Kleinschmidt (CRD# 855215) is an Investment Advisor Representative working at Tocqueville Asset Management LP in New York, NY and has over 42 years of experience in the finance industry.

6
Rudolf J. Mueller
CRD#: 601732
40 West 57th Street, 19th Floor, New York, NY 10019

Rudolf Mueller (CRD# 601732) is an Investment Advisor Representative working at Tocqueville Asset Management LP in New York, NY and has over 31 years of experience in the finance industry.

7
Norman D. Adams
CRD#: 837996
40 West 57th Street, 19th Floor, New York, NY 10019

Norman Adams (CRD# 837996) is an Investment Advisor Representative working at Tocqueville Asset Management LP in New York, NY and has over 44 years of experience in the finance industry.

8
Michael L. Bertash
CRD#: 1732623
40 West 57th Street, 19th Floor, New York, NY 10019

Michael Bertash (CRD# 1732623) is an Investment Advisor Representative working at Tocqueville Asset Management LP in New York, NY and has over 29 years of experience in the finance industry.

9
John D. Delafield
CRD#: 64289
40 West 57th Street, 19th Floor, New York, NY 10019

John Delafield (CRD# 64289) is an Investment Advisor Representative working at Tocqueville Asset Management LP in New York, NY and has 1 year of experience in the finance industry.

10
Lawrence M. Fields
CRD#: 1431746
40 West 57th Street, 19th Floor, New York, NY 10019

Lawrence Fields (CRD# 1431746) is an Investment Advisor Representative working at Tocqueville Asset Management LP in New York, NY and has over 38 years of experience in the finance industry.

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