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Ct Fixed Income Managemenet, LLC (Jackson)


Ct Fixed Income Managemenet, LLC is a large advisory firm based in Jackson. It manages $32 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California and New York.

Ct Fixed Income Managemenet provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ct Fixed Income Managemenet: assets under management

The assets under management (AUM) of Ct Fixed Income Managemenet, LLC is $32 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $32 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $16 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ct Fixed Income Managemenet, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
John Raymond Tozzi Trustee 1 Jan 2002 75% - 100% 448642

Based in Jackson

The principal office where Ct Fixed Income Managemenet, LLC performs its advisory services is located at 50 King Street, Jackson, WY 83001, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 307-733-8229 or by fax 307-733-8234. The normal business hours are 7:00 - 4:00 on Monday - Friday.


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