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).

Current Firm Details
40 West 57th Street, 19th Floor, New York, NY 10019
http://www.linkedin.com/company/43419/
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 31 - 35 of 35 top financial advisors.
31
Peter Shawn, financial advisor New York NY
Peter D. Shawn
CRD#: 1987570
40 West 57th Street, 19th Floor, New York, NY 10019

Peter Shawn (CRD# 1987570) 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.

32
Nicholas Stock, financial advisor New York NY
Nicholas A. Stock
CRD#: 4979050
40 West 57th Street, 19th Floor, New York, NY 10019

Nicholas Stock (CRD# 4979050) is an Investment Advisor Representative working at Tocqueville Asset Management LP in New York, NY and has over 2 years of experience in the finance industry.

33
Benner Ulrich, financial advisor New York NY
Benner A. Ulrich
CRD#: 4142571
40 West 57th Street, 19th Floor, New York, NY 10019

Benner Ulrich (CRD# 4142571) is an Investment Advisor Representative working at Tocqueville Asset Management LP in New York, NY and has over 23 years of experience in the finance industry.

34
Donald Wang, financial advisor New York NY
Donald B. Wang
CRD#: 1705902
40 West 57th Street, 19th Floor, New York, NY 10019

Donald Wang (CRD# 1705902) 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.

35
Joseph Zock, financial advisor New York NY
Joseph A. Zock
CRD#: 1078035
40 West 57th Street, 19th Floor, New York, NY 10019

Joseph Zock (CRD# 1078035) is an Investment Advisor Representative working at Tocqueville Asset Management LP in New York, NY and has over 36 years of experience in the finance industry.

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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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