Tonge Investments

Tonge Investments (CRD# 119651) is a financial advisory firm headquartered in Oakland, ME. They manage $47,174,767 in 331 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    331
    ACCOUNTS
  • Average Account Value
    $142,522
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

ME, NH

Financial Advisors at Tonge Investments
Showing 1 - 2 of 2 top financial advisors.
1
Joseph F. Lopes
CRD#: 6790432
859 Kennedy Memorial Drive, Oakland, ME 04963
87
Wealthminder
score

Joseph Lopes (CRD# 6790432) is an Investment Advisor Representative working at Tonge Investments in Oakland, ME and has 1 year of experience in the finance industry.

2
Richard S. Tonge
CRD#: 700822
859 Kennedy Memorial Drive, Oakland, ME 04963
63
Wealthminder
score

Richard Tonge (CRD# 700822) is an Investment Advisor Representative working at Tonge Investments in Oakland, ME and has over 21 years of experience in the finance industry.

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