Tolida Enterprises, LLC
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
Average 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
Expertise
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
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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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