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Toal & Associates, LLC (Annapolis)


Toal & Associates, LLC is a large advisory firm based in Annapolis. It manages $77.85 million of regulatory assets for 772 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Maryland, Pennsylvania, Texas, and Virginia.

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Toal & Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Toal & Associates: assets under management

The assets under management (AUM) of Toal & Associates, LLC is $77.85 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $61.14 million in discretionary accounts and $16.71 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $88.09 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $214.26 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Toal & Associates, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Annapolis

The principal office where Toal & Associates, LLC performs its advisory services is located at 200 Harry S. Truman Parkway, Annapolis, MD 21401, which is also the mailing address of the firm. An additional office of the firm is in Gaithersburg, MD. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 410.224.0097 or by fax 866.880.0150. The normal business hours are 9:00am - 5:30pm on Monday - Friday. You can find more information about the New York firm at www.tritonwm.com.


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