Thomas & Atkinson Capital Management LLC
Thomas & Atkinson Capital Management LLC (CRD# 129596) is a financial advisory firm headquartered in Menlo Park, CA. They manage $122,000,000 in 138 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management122MILLION
Total Number of Accounts138ACCOUNTS
Average Account Value$884,058
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
Anne Atkinson (CRD# 1866664) is an Investment Advisor Representative working at Thomas & Atkinson Capital Management LLC in Menlo Park, CA and has over 12 years of experience in the finance industry.