Be advised. This firm is no longer registered.

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
The map below shows states where this firm has explicit registration only.

CA, NH

Financial Advisors at Thomas & Atkinson Capital Management LLC
No Advisor Found.
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