Unclaimed Profile

Toby Jay Daniels

AKT WEALTH ADVISORS, LP·LAKE OSWEGO, Oregon

Clean recordAKT WEALTH ADVISORS, LP

5665 SW MEADOWS RD, LAKE OSWEGO, OR 97035CRD# 1394167Firm CRD# 147200

Profile Verification

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

Identity

Toby Jay Daniels · LAKE OSWEGO, OR

Registration

CRD #1394167 · AKT WEALTH ADVISORS, LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Toby Jay Daniels is a registered financial advisor based in LAKE OSWEGO, Oregon, affiliated with AKT WEALTH ADVISORS, LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

ALDRICH WEALTH, LIMITED PARTNERSHIP

ALDRICH WEALTH LP

AUM

$5.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ALDRICH WEALTH, LIMITED PARTNERSHIP →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 1394167

Firm CRD# 147200

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Toby Jay Daniels offer?

Toby Jay Daniels specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKE OSWEGO, Oregon for a consultation.

What are Toby Jay Daniels's credentials?

Toby Jay Daniels is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Toby Jay Daniels located?

Toby Jay Daniels is based in LAKE OSWEGO, Oregon, working with AKT WEALTH ADVISORS, LP. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.

How does Toby Jay Daniels charge for services?

Toby Jay Daniels's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AKT WEALTH ADVISORS, LP?

AKT WEALTH ADVISORS, LP has approximately 40 employees and manages $5.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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