Unclaimed Profile

Attila Thomas Toth

PORTFOLIO EVALUATIONS, INC.·WARREN, New Jersey

Clean record21 years registeredPORTFOLIO EVALUATIONS, INC.

15 INDEPENDENCE BOULEVARD, WARREN, NJ 07059CRD# 1714284Firm CRD# 129123

Profile Verification

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

Identity

Attila Thomas Toth · WARREN, NJ

Registration

CRD #1714284 · PORTFOLIO EVALUATIONS, INC. · 21 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Mar 2022 – present

PORTFOLIO EVALUATIONS, INC.

Oct 2004 – Aug 2022

WARREN, NJ

Registrations & Exams

Registration record

First registered · October 15, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PORTFOLIO EVALUATIONS, INC.

CRD 129123 · SEC 801-70015

Employees

Total firm employees

Services offered by PORTFOLIO EVALUATIONS, INC.

Per Form ADV

Publication of periodicals/newsletters

Other

View all advisors at PORTFOLIO EVALUATIONS, INC. →

Introduction

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Frequently Asked Questions

What services does Attila Thomas Toth offer?

Attila Thomas Toth is a registered financial advisor in WARREN, New Jersey. Contact their office for details on services offered.

What are Attila Thomas Toth's credentials?

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

Where is Attila Thomas Toth located?

Attila Thomas Toth is based in WARREN, New Jersey, working with PORTFOLIO EVALUATIONS, INC.. Their office serves clients in the WARREN metropolitan area and surrounding communities.

How does Attila Thomas Toth charge for services?

Attila Thomas Toth's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PORTFOLIO EVALUATIONS, INC.?

PORTFOLIO EVALUATIONS, INC. has approximately 45 employees. The firm is registered with the SEC as an investment adviser.

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