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Richard Thomas Toolen

ICON ASSET MANAGEMENT USA LLC·PALM HARBOR, Florida
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2825 BRIARWOOD LANE, PALM HARBOR, FL 34683CRD# 7256148Firm CRD# 314854
01

About

Richard Thomas Toolen is a registered financial advisor based in PALM HARBOR, Florida, affiliated with ICON ASSET MANAGEMENT USA LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ICON ASSET MANAGEMENT USA LLC
ICON ASSET MANAGEMENT USA LLC
AUM
—
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at ICON ASSET MANAGEMENT USA LLC →
Services
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7256148
Firm CRD# 314854
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Thomas Toolen offer?
Richard Thomas Toolen specializes in Retirement Planning. Contact their office in PALM HARBOR, Florida for a consultation.
What are Richard Thomas Toolen's credentials?
Richard Thomas Toolen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Thomas Toolen located?
Richard Thomas Toolen is based in PALM HARBOR, Florida, working with ICON ASSET MANAGEMENT USA LLC. Their office serves clients in the PALM HARBOR metropolitan area and surrounding communities.
How does Richard Thomas Toolen charge for services?
Richard Thomas Toolen'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 ICON ASSET MANAGEMENT USA LLC?
ICON ASSET MANAGEMENT USA LLC has approximately 4 employees. The firm is registered with the SEC as an investment adviser.
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Michael Val Williams — ACCESS FUND MANAGEMENT, LLCKenneth David Trumpfheller — ACCESS FUND MANAGEMENT, LLCStephen Robert Hand — USA TAX & INSURANCE SERVICES, INC.Patrick Kent Nichols — USA TAX & INSURANCE SERVICES, INC.John Michael Zazzarino — ICON ASSET MANAGEMENT USA LLC
Nearby cities in Florida
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City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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