Aquinas Capital Advisors LLC

Aquinas Capital Advisors LLC (CRD# 283511) is a financial advisory firm headquartered in , . They manage $8,000,000 in 88 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    88
    ACCOUNTS
  • Average Account Value
    $90,909
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Aquinas Capital Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Thomas W. Ottman
CRD#: 1010394
Minneapolis, MN
38
Wealthminder
score

Thomas Ottman (CRD# 1010394) is an Investment Advisor Representative working at Aquinas Capital Advisors LLC in Minneapolis, MN and has over 35 years of experience in the finance industry.

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