Toth Financial Advisory is a fund manager in Leesburg with $899.45 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
541382083
SEC advisor number
801-27662
FINRA CRD number
104952
AUM ?
$753.73 mm
(as of 24 Mar 23)
Accounts
1,920
(as of 24 Mar 23)
Employees
17
(9 investment advisory or research)
Address
Toth Financial Advisory
608 SOUTH KING STREET
SUITE 300
LEESBURG
VA 20175
608 SOUTH KING STREET
SUITE 300
LEESBURG
VA 20175
Phone
(703) 443-8684
Brochures
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Toth Financial Advisory Corp | $899.45 mm | |
Toth Growth & Income Fund, LP | $47.08 mm | Hedge Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Apr 24
13F-HR
Quarterly holdings report by institutional manager
26 Jan 24
13F-HR
Quarterly holdings report by institutional manager
12 Oct 23
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Oct 22
13F-HR
Quarterly holdings report by institutional manager
25 Jul 22
13F-HR
Quarterly holdings report by institutional manager
26 Apr 22
13F-HR
Quarterly holdings report by institutional manager
31 Jan 22