Benner Anthony Ulrich
Investment adviser representative at Tocqueville Asset Management LP
17 yearsExperience
1 stateRegistered in
$10.2BFirm assets
36 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Tocqueville Asset Management LPAug 2017 to now
- Breithorn Capital Management LLCMar 2009 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
Tocqueville Asset Management LP
$10.2BAssets managed
1,270Clients
32Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4142571
- Firm CRD
- 105690