Ce Thomas Asset Management

Ce Thomas Asset Management (CRD# 139250) is a financial advisory firm headquartered in Oro Valley, AZ. They manage $13,001,510 in 48 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Po Box 69035, Oro Valley, AZ 85737
http://www.orovalleyadvisors.com
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $270,865
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Ce Thomas Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Catherine Thomas, financial advisor Oro Valley AZ
Catherine E. Thomas
CRD#: 4530946
Oro Valley, AZ

Catherine Thomas (CRD# 4530946) is an Investment Advisor Representative working at Ce Thomas Asset Management in Oro Valley, AZ and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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