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Laurence Malcolm Toney

PLEXO CAPITAL MANAGEMENT, LLC·SAN FRANCISCO, California
Clean recordPLEXO CAPITAL MANAGEMENT, LLC
182 HOWARD STREET, SAN FRANCISCO, CA 94105CRD# 2210223Firm CRD# 298402

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Laurence Malcolm Toney · SAN FRANCISCO, CA
Registration
CRD #2210223 · PLEXO CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Laurence Malcolm Toney is a registered financial advisor based in SAN FRANCISCO, California, affiliated with PLEXO CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
PLEXO CAPITAL MANAGEMENT, LLC
PLEXO CAPITAL MANAGEMENT, LLC
AUM
$175M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PLEXO CAPITAL MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2210223
Firm CRD# 298402
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Laurence Malcolm Toney offer?
Laurence Malcolm Toney specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.
What are Laurence Malcolm Toney's credentials?
Laurence Malcolm Toney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Laurence Malcolm Toney located?
Laurence Malcolm Toney is based in SAN FRANCISCO, California, working with PLEXO CAPITAL MANAGEMENT, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Laurence Malcolm Toney charge for services?
Laurence Malcolm Toney's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PLEXO CAPITAL MANAGEMENT, LLC?
PLEXO CAPITAL MANAGEMENT, LLC has approximately 3 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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