Unclaimed
Attila Toth is a registered Investment Advisor Representative with Captrust. Attila has been in the industry since September 1992. Attila is registered in New Jersey, which means they can offer investment advice to clients in New Jersey. Attila specializes in investment planning, pension consulting, financial planning, portfolio management, and selection of other advisors. Attila has experience working with a variety of clients, including individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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NJ
03/25/2022 - Present
Captrust (Warren NJ)
Active
Inactive
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