← Tributary

THE TOKARZ GROUP ADVISERS LLC

PURCHASE, NY · CRD 141577 · IAPD ↗ · ttga.com · 914-701-0310

$31.3MRegulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
1Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

45
May 2025 — THE TOKARZ GROUP ADVISERS LLC (PURCHASE, NY) left the SEC roster (was $31.3M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
35
April 2024 — THE TOKARZ GROUP ADVISERS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.