PHINGERS AND TOZE INVESTMENTS, LLC

PHINGERS AND TOZE INVESTMENTS, LLC is an SEC-registered investment adviser (CRD 131185). Regulatory assets under management: $71.4M.

Registration

• CRD: 131185
• Type: Registered investment adviser
• Phone: 612-889-0776
• Latest filing: 2026-03-18
• Regulatory AUM: $71.4M
• Discretionary AUM: $71.4M
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 131185 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search