The Thom Group

The Thom Group (CRD# 122968) is a financial advisory firm headquartered in San Luis Obispo, CA. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CA

Financial Advisors at The Thom Group
Showing 1 - 4 of 4 top financial advisors.
1
Peter J. Giannini
CRD#: 4584734
1457 Marsh Street, Suite 200, San Luis Obispo, CA 93401
93
Wealthminder
score

Peter Giannini (CRD# 4584734) is an Investment Advisor Representative working at The Thom Group in San Luis Obispo, CA and has over 14 years of experience in the finance industry.

2
Stacey M. Stanek-Byars
CRD#: 4151750
1457 Marsh Street, Suite 200, San Luis Obispo, CA 93401
93
Wealthminder
score

Stacey Stanek-Byars (CRD# 4151750) is an Investment Advisor Representative working at The Thom Group in San Luis Obispo, CA and has over 10 years of experience in the finance industry.

3
Neil M. Thom
CRD#: 1372954
1457 Marsh Street, Suite 200, San Luis Obispo, CA 93401
68
Wealthminder
score

Neil Thom (CRD# 1372954) is an Investment Advisor Representative working at The Thom Group in San Luis Obispo, CA and has over 31 years of experience in the finance industry.

4
Patricia C. Thom
CRD#: 1192935
1457 Marsh Street, Suite 200, San Luis Obispo, CA 93401
58
Wealthminder
score

Patricia Thom (CRD# 1192935) is an Investment Advisor Representative working at The Thom Group in San Luis Obispo, CA and has over 32 years of experience in the finance industry.

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