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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    122
    MILLION
  • Total Number of Accounts
    138
    ACCOUNTS
  • Average Account Value
    $884,058
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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, NH

Financial Advisors at Thomas & Atkinson Capital Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Anne W. Atkinson
CRD#: 1866664
1040 Noel Drive, Suite 101, Menlo Park, CA 94025
93
Wealthminder
score

Anne Atkinson (CRD# 1866664) is an Investment Advisor Representative working at Thomas & Atkinson Capital Management LLC in Menlo Park, CA and has over 10 years of experience in the finance industry.

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