AdvisorCensus / Financial advisors / Ohio / Toledo, OH / Interactive Brokers LLC
Financial advisors in Toledo, OH using Interactive Brokers LLC
3 SEC-registered investment advisory firms headquartered in the Toledo, OH metro area name Interactive Brokers LLC as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Atlantis Wealth Advisors LLC | Maumee | SEC-registered investment adviser | $100 million to $500 million |
| Camelot Portfolios, LLC | Maumee | SEC-registered investment adviser | $100 million to $500 million |
| Munn Wealth Management, LLC | Maumee | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Interactive Brokers LLC nationwide
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AdvisorCensus. Financial advisors in Toledo, OH using Interactive Brokers LLC. https://advisorcensus.com/advisors/oh/toledo/custodians/interactive-brokers https://advisorcensus.com/advisors/oh/toledo/custodians/interactive-brokers