T
Tolida Enterprises, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Tolida Enterprises, LLC is a registered investment adviser that offers portfolio management, written investment policy statements, financial planning, and subscription services including a daily newsletter and a separate market-timing subscription. The firm states it provides advice across a broad set of investment types — mutual funds, fixed income, ETFs, REITs, private placements, options, commodities and cryptocurrencies — and indicates clients include individuals, high‑net‑worth individuals, and business entities.
The firm describes a multi‑method investment approach using charting, cyclical, fundamental, quantitative and technical analysis and implements long‑term and short‑term trading strategies as well as options strategies. Tolida documents client risk tolerance in an Investment Policy Statement, seeks discretionary authority to execute trades when appropriate, and provides periodic account reporting and reviews.
Distinctive features in the brochure include a free daily newsletter plus a paid market‑timing subscription — an offering that is uncommon among peers — and the use of hourly fees for financial planning in addition to asset‑based fees. The ADV also reports no assets under management or managed accounts at the time of filing, and the firm’s principal is separately licensed as an insurance agent, a relationship the brochure identifies as a potential source of conflicts of interest.
Client services
Portfolio management
Newsletters or periodicals
Expertise
Options & derivatives strategies
Active portfolio management
Annuities
Real estate investing
Fee options
Between $1,200 and $10,000 for financial plans
1.50% annually
$300 per hour
$29.99 per week for market timing service; free newsletter
Main office location
Tolida Enterprises, LLC
5300 W Atlantic #205
Delray Beach FL 33448, United States
Number of offices
1
Most active in
Tolida Enterprises, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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