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).
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Total Assets Under Management8,868MILLION
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Total Number of Accounts2,389ACCOUNTS
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Average Account Value$3,711,980
- A percentage of assets under your management
- Performance-based fees
- 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)
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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
Anthony Balestrieri (CRD# 2437063) is an Investment Advisor Representative working at Tocqueville Asset Management LP in New York, NY and has over 30 years of experience in the finance industry.
Nicholas Carlozzi (CRD# 1276896) is an Investment Advisor Representative working at Tocqueville Asset Management LP in New York, NY and has over 27 years of experience in the finance industry.
Irvin Cherashore (CRD# 45389) is an Investment Advisor Representative working at Tocqueville Asset Management LP in New York, NY and has over 32 years of experience in the finance industry.
Matthew Cherashore (CRD# 4600560) is an Investment Advisor Representative working at Tocqueville Asset Management LP in New York, NY and has over 19 years of experience in the finance industry.
Robert Kleinschmidt (CRD# 855215) is an Investment Advisor Representative working at Tocqueville Asset Management LP in New York, NY and has over 42 years of experience in the finance industry.
Norman Adams (CRD# 837996) is an Investment Advisor Representative working at Tocqueville Asset Management LP in New York, NY and has over 44 years of experience in the finance industry.
Michael Bertash (CRD# 1732623) is an Investment Advisor Representative working at Tocqueville Asset Management LP in New York, NY and has over 29 years of experience in the finance industry.
John Delafield (CRD# 64289) 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.
Lawrence Fields (CRD# 1431746) is an Investment Advisor Representative working at Tocqueville Asset Management LP in New York, NY and has over 38 years of experience in the finance industry.
Heather Guardado (CRD# 6465355) 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.