Toroso Investments, LLC

Toroso Investments, LLC (CRD# 164201) is a financial advisory firm headquartered in New York, NY. They manage $75,535,895 in 204 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    76
    MILLION
  • Total Number of Accounts
    204
    ACCOUNTS
  • Average Account Value
    $370,274
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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, MA, NH, NV, NY, RI, SD, TX, UT

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 6 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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