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Daniel Joseph Toledo

TOTAL PORTFOLIO MANAGEMENT, LLC·EVANSTON, Illinois
Unclaimed Profile
1421 SHERMAN AVE., SUITE 101, EVANSTON, IL 60201-4814CRD# 5544190Firm CRD# 127596
01

About

Daniel Joseph Toledo is a registered financial advisor based in EVANSTON, Illinois, affiliated with TOTAL PORTFOLIO MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
TOTAL PORTFOLIO MANAGEMENT, LLC
TOTAL PORTFOLIO MANAGEMENT, LLC
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at TOTAL PORTFOLIO MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5544190
Firm CRD# 127596
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Joseph Toledo offer?
Daniel Joseph Toledo specializes in Investment Management, Wealth Management. Contact their office in EVANSTON, Illinois for a consultation.
What are Daniel Joseph Toledo's credentials?
Daniel Joseph Toledo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Joseph Toledo located?
Daniel Joseph Toledo is based in EVANSTON, Illinois, working with TOTAL PORTFOLIO MANAGEMENT, LLC. Their office serves clients in the EVANSTON metropolitan area and surrounding communities.
How does Daniel Joseph Toledo charge for services?
Daniel Joseph Toledo's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TOTAL PORTFOLIO MANAGEMENT, LLC?
TOTAL PORTFOLIO MANAGEMENT, LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)DOWNERS GROVE (83)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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