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Robert Edward Toal

DIVERSIFIED PORTFOLIOS INC·BLOOMFIELD HILLS, Michigan
Unclaimed Profile
39520 WOODWARD AVENUE, BLOOMFIELD HILLS, MI 48304CRD# 1339366Firm CRD# 108942
01

About

Robert Edward Toal is a registered financial advisor based in BLOOMFIELD HILLS, Michigan, affiliated with DIVERSIFIED PORTFOLIOS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DIVERSIFIED PORTFOLIOS INC
DIVERSIFIED PORTFOLIOS, INC.
AUM
$1.5B
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at DIVERSIFIED PORTFOLIOS INC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1339366
Firm CRD# 108942
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Edward Toal offer?
Robert Edward Toal specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BLOOMFIELD HILLS, Michigan for a consultation.
What are Robert Edward Toal's credentials?
Robert Edward Toal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Edward Toal located?
Robert Edward Toal is based in BLOOMFIELD HILLS, Michigan, working with DIVERSIFIED PORTFOLIOS INC. Their office serves clients in the BLOOMFIELD HILLS metropolitan area and surrounding communities.
How does Robert Edward Toal charge for services?
Robert Edward Toal's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DIVERSIFIED PORTFOLIOS INC?
DIVERSIFIED PORTFOLIOS INC has approximately 10 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Michigan
GRAND RAPIDS (173)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)TROY (97)
City Guides
GRAND RAPIDS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM GuideTROY Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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