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TOLLEY FINANCIAL GROUP, LLC
CRD 302115 · SEC 801-136207
7101 CREEDMOOR ROAD, SUITE 123, RALEIGH, NC, 27613, United States
Phone
919-747-9698
Fax
919-747-9543
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$121.9M
Discretionary AUM
$121.9M
Team
1 total employees; 1 advisory reps; 77 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 139 | $53.5M |
| High net worth individuals | 31 | $53.0M |
| Pension/profit sharing plans | 15 | $9.6M |
| Insurance companies | 7 | $5.7M |
States served
KS, NC, SC, UT, TX, FL
All web addresses on file
Official SEC filing: View on IAPD