Tolley Financial Group, LLC
Tolley Financial Group, LLC is an SEC-registered mass-market adviser with $121.9M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Tolley Financial Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 302115, data through 2026-04-07.
- AUM (assets under management / regulatory AUM)
- $121.9M (2026-04-07)
- Firm type
- Mass-Market Adviser
- Employees
- 1
- Clients
- 185
- CRD
- 302115
- Ownership
- TOLLEY, THOMAS, JACOB
How much AUM does Tolley Financial Group, LLC have?
Tolley Financial Group, LLC reported $121.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-07).
Who owns Tolley Financial Group, LLC?
Disclosed owners and executives of Tolley Financial Group, LLC include TOLLEY, THOMAS, JACOB. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.