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
Thomas & Atkinson Capital Management LLC
By the Numbers
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Total Assets Under Management122MILLION
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Total Number of Accounts138ACCOUNTS
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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
Registered Investment Advisor
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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