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William Michael Tomai

BACKCAST PARTNERS MANAGEMENT LLC·MILLBURN, New Jersey
BACKCAST PARTNERS MANAGEMENT LLC
24 LACKAWANNA PLACE, MILLBURN, NJ 07041CRD# 2379261Firm CRD# 291785

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Michael Tomai · MILLBURN, NJ
Registration
CRD #2379261 · BACKCAST PARTNERS MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
3 disclosures on file · See FINRA BrokerCheck for full record
01

About

William Michael Tomai is a registered financial advisor based in MILLBURN, New Jersey, affiliated with BACKCAST PARTNERS MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
BACKCAST PARTNERS MANAGEMENT LLC
BACKCAST PARTNERS MANAGEMENT LLC
AUM
$802M
Regulatory assets under management
Employees
11
Total firm employees
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: ADVISOR TRANSACTIONS FEES
Regulatory
SEC/IARD CRD# 2379261
Firm CRD# 291785
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Michael Tomai offer?
William Michael Tomai specializes in Retirement Planning, Wealth Management. Contact their office in MILLBURN, New Jersey for a consultation.
What are William Michael Tomai's credentials?
William Michael Tomai is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Michael Tomai located?
William Michael Tomai is based in MILLBURN, New Jersey, working with BACKCAST PARTNERS MANAGEMENT LLC. Their office serves clients in the MILLBURN metropolitan area and surrounding communities.
How does William Michael Tomai charge for services?
William Michael Tomai's firm is compensated through percentage of aum, performance-based fees, other: advisor transactions fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BACKCAST PARTNERS MANAGEMENT LLC?
BACKCAST PARTNERS MANAGEMENT LLC has approximately 11 employees and manages $802M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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