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TOCQUEVILLE ASSET MANAGEMENT LP
TOCQUEVILLE ASSET MANAGEMENT LP
NEW YORK, New York
·
10 registered advisors
·
CRD# 105690
SEC# 801-36209
1
212-698-0800
01
Firm Overview
AUM
$8.9B
Regulatory assets under management
Employees
74
Total firm employees
Advisors
10
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at TOCQUEVILLE ASSET MANAGEMENT LP
10 registered advisors
Alexander William Kleinschmidt
NEW YORK, New York
CRD# 4858430
Elizabeth Frances Bosco
NEW YORK, New York
CRD# 26453
Helen Balk
NEW YORK, New York
CRD# 6310880
James Edward Hunt
NEW YORK, New York
CRD# 2003648
Kelsey Dubois Graham
NEW YORK, New York
CRD# 5976494
Paul J Kleinschmidt
NEW YORK, New York
CRD# 5102086
Robert Joseph Kramer
NEW YORK, New York
CRD# 843354
Robert William Kleinschmidt
NEW YORK, New York
CRD# 855215
Scott Ira Schlesinger
NEW YORK, New York
CRD# 1252675
Thomas O'donnell Pandick
NEW YORK, New York
CRD# 4346309
05
Office Locations
NEW YORK, New York
10 advisors
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Data sourced from SEC Form ADV filings. TOCQUEVILLE ASSET MANAGEMENT LP (CRD# 105690) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.