Unclaimed Profile

Daniel Joseph Toledo

TOTAL PORTFOLIO MANAGEMENT, LLC·EVANSTON, Illinois

Clean recordTOTAL PORTFOLIO MANAGEMENT, LLC

1421 SHERMAN AVE., SUITE 101, EVANSTON, IL 60201-4814CRD# 5544190Firm CRD# 127596

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel Joseph Toledo · EVANSTON, IL

Registration

CRD #5544190 · TOTAL PORTFOLIO MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

Speak with Daniel

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Daniel is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

TOTAL PORTFOLIO MANAGEMENT, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at TOTAL PORTFOLIO MANAGEMENT, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 5544190

Firm CRD# 127596

View on FINRA BrokerCheck →

Looking for a financial advisor in EVANSTON?

Browse all registered financial advisors in EVANSTON, Illinois or claim this profile if it's yours.

Browse EVANSTON Advisors Are you this advisor? Claim profile

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →