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TOAMS FINANCIAL
PLANNING SOLUTIONS INTERNATIONAL LLC
CRD 300043 · SEC 801-120648
1901 UNIVERSITY BLVD W, JACKSONVILLE, FL, 32217, United States
Phone
(904) 733-5321
Fax
(904) 733-5322
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$108.8M
Discretionary AUM
$108.8M
Team
2 total employees; 1 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 588 | $83.2M |
| High net worth individuals | 32 | $25.7M |
States served
CO, GA, NY, NC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD