Tounjian Advisory Group, LLC

Tounjian Advisory Group, LLC (CRD# 144417) is a financial advisory firm headquartered in Fort Myers, FL. They manage $5,118,572 in 44 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    44
    ACCOUNTS
  • Average Account Value
    $116,331
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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, MD, OH

Financial Advisors at Tounjian Advisory Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Alfred M. Tounjian
CRD#: 3048792
999 Vanderbilt Beach Road, Suite 200, Naples, FL 34108
96
Wealthminder
score

Alfred Tounjian (CRD# 3048792) is an Investment Advisor Representative working at Tounjian Advisory Group, LLC in Naples, FL and has over 19 years of experience in the finance industry. Alfred Tounjian has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David H. Lebold
CRD#: 2137553
8870 Daniels Parkway, Fort Myers, FL 33912
93
Wealthminder
score

David Lebold (CRD# 2137553) is an Investment Advisor Representative working at Tounjian Advisory Group, LLC in Fort Myers, FL and has over 16 years of experience in the finance industry.

3
Gary Mancuso
CRD#: 1810136
Marina Del Rey, CA
89
Wealthminder
score

Gary Mancuso (CRD# 1810136) is an Investment Advisor Representative working at Tounjian Advisory Group, LLC in Marina Del Rey, CA and has over 2 years of experience in the finance industry.

4
Donald L. Ross
CRD#: 1786206
8870 Daniels Parkway, Fort Myers, FL 33912
52
Wealthminder
score

Donald Ross (CRD# 1786206) is an Investment Advisor Representative working at Tounjian Advisory Group, LLC in Fort Myers, FL and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.