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Toby Patrick Stannard

Aaron Wealth Advisors

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About Toby Patrick Stannard

Toby Patrick Stannard is a financial advisor associated with Aaron Wealth Advisors in Chicago, Illinois. Toby is registered with both Illinois and Texas and has a background in financial services and investment. Toby has a Chartered Financial Analyst (CFA) designation.

Firm Information

Toby Stannard is currently registered with Aaron Wealth Advisors. Aaron Wealth Advisors is a registered investment advisor located in Chicago, IL. They provide a variety of advisory services including portfolio management for individuals, businesses, and charitable organizations. With a focus on financial consulting, they manage over $1.9 billion in assets for clients. They have a team of 12 investment advisors with experience in serving high-net-worth individuals, insurance companies, pension plans, and corporations. They are known for their commitment to personalized financial planning and providing tailored investment strategies to help clients achieve their financial goals.
Aaron Wealth Advisors

515 N. STATE ST.

CHICAGO, IL 60654

$1.95B

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting

Financial consulting

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Toby Stannard’s Registration & Firm History

IL

10/06/2020 - Present

Aaron Wealth Advisors (CHICAGO IL)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Toby Patrick Stannard.
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