Overview
Assets Under Management: $6.5 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 1,238
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 1,238
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.43
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 17,824
Discretionary Accounts: 17,824
Regulatory Filings
CRD Number: 164484
Last Filing Date: 2025-01-31 00:00:00
Website: https://td.com