THE TOKARZ GROUP ADVISERS LLC

PURCHASE, New York·7 registered advisors·CRD# 141577
SEC# 801-672211914-701-0310
01

Firm Overview

AUM
$34M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at THE TOKARZ GROUP ADVISERS LLC

7 registered advisors
Bruce William Shewmaker
PURCHASE, New York
Jaclyn Lauren Rothchild
PURCHASE, New York
Kevin Michael Byrne
PURCHASE, New York
Nancy Marie Tokarz
PURCHASE, New York
Peter Faust Seidenberg
PURCHASE, New York
Scott Joseph Schuenke
PURCHASE, New York
Warren E Holtsberg
PURCHASE, New York
05

Office Locations

PURCHASE, New York
7 advisors

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Data sourced from SEC Form ADV filings. THE TOKARZ GROUP ADVISERS LLC (CRD# 141577) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.