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Tonka Beans Inc. (New York)


Tonka Beans Inc. is a related adviser based in New York. It manages $4.4 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2010.

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Tonka Beans provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Tonka Beans: assets under management

The assets under management (AUM) of Tonka Beans Inc. is $4.4 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $4.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $880 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Tonka Beans Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Tonka Beans Inc. performs its advisory services is located at 455 Central Park West, Suite 17 A, New York, NY 10025 The mailing address of the firm is P.O. Box 1408 R, New York, NY 10025. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 646-290-9111 or by fax 646-607-1876. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at www.tonkabeans.com.


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