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TOAMS FINANCIAL

JACKSONVILLE, FL · CRD 300043 · IAPD ↗ · (904) 733-5321

$108.8MRegulatory AUM
1Advisory reps
2Employees
0Clients
251-500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — TOAMS FINANCIAL reported RAUM down 32% ($155.0M -> $106.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
60
March 2024 — TOAMS FINANCIAL reported RAUM up 29% ($120.0M -> $155.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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