Toroso Investments, LLC

Toroso Investments, LLC (CRD# 164201) is a financial advisory firm headquartered in Massapequa, NY. They manage $702,558,923 in 237 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    703
    MILLION
  • Total Number of Accounts
    237
    ACCOUNTS
  • Average Account Value
    $2,964,384
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription 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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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.

CA, FL, IL, NV, NY, RI

Financial Advisors at Toroso Investments, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Olga Camargo
CRD#: 4893843
Chicago, IL
93
Wealthminder
score

Olga Camargo (CRD# 4893843) is an Investment Advisor Representative working at Toroso Investments, LLC in Chicago, IL and has over 7 years of experience in the finance industry.

2
John P. Lowrey
CRD#: 2919731
Lincoln, RI
93
Wealthminder
score

John Lowrey (CRD# 2919731) is an Investment Advisor Representative working at Toroso Investments, LLC in Lincoln, RI and has over 20 years of experience in the finance industry.

3
Juan C. Avila
CRD#: 2058210
Chicago, IL
83
Wealthminder
score

Juan Avila (CRD# 2058210) is an Investment Advisor Representative working at Toroso Investments, LLC in Chicago, IL and has over 27 years of experience in the finance industry.

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