Unclaimed Profile

Claire Ellen Toth

POINT VIEW WEALTH MANAGEMENT, INC.·SUMMIT, New Jersey

Clean record13 years registeredPOINT VIEW WEALTH MANAGEMENT, INC.

382 SPRINGFIELD AVENUE, SUMMIT, NJ 07901-2707CRD# 4343596Firm CRD# 106119

Profile Verification

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

Identity

Claire Ellen Toth · SUMMIT, NJ

Registration

CRD #4343596 · POINT VIEW WEALTH MANAGEMENT, INC. · 13 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: POINT VIEW WEALTH MANAGEMENT, INC.

POINT VIEW WEALTH MANAGEMENT, INC.

Nov 2012 – Jan 2021

SUMMIT, NJ

Registrations & Exams

Registration record

First registered · November 15, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

POINT VIEW WEALTH MANAGEMENT, INC.

CRD 106119 · SEC 801-43340

AUM

$393M

Regulatory assets under management

Employees

745 client accounts

Services offered by POINT VIEW WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at POINT VIEW WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Claire Ellen Toth offer?

Claire Ellen Toth specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Claire Ellen Toth's credentials?

Claire Ellen Toth is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Claire Ellen Toth located?

Claire Ellen Toth is based in SUMMIT, New Jersey, last registered with POINT VIEW WEALTH MANAGEMENT, INC..

How does Claire Ellen Toth charge for services?

Claire Ellen Toth'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 POINT VIEW WEALTH MANAGEMENT, INC.?

POINT VIEW WEALTH MANAGEMENT, INC. has approximately 5 employees and manages $393M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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