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Toby Jay Daniels

AKT WEALTH ADVISORS, LP·LAKE OSWEGO, Oregon
Unclaimed Profile
5665 SW MEADOWS RD, LAKE OSWEGO, OR 97035CRD# 1394167Firm CRD# 147200
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ALDRICH WEALTH, LIMITED PARTNERSHIP
ALDRICH WEALTH LP
AUM
$5.6B
Regulatory assets under management
Employees
40
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 1394167
Firm CRD# 147200
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Oregon
PORTLAND (575)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)
City Guides
PORTLAND GuideBEND GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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