Thomafin & Associates LLC
Thomafin & Associates LLC (CRD# 139071) is a financial advisory firm headquartered in Annapolis, MD. They manage $535,000 in 3 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Thomafin & Associates LLC
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts3ACCOUNTS
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Average Account Value$178,333
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD
Financial Advisors at Thomafin & Associates LLC
No Advisor Found.
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