Thomas & Company LLC
Thomas & Company LLC (CRD# 164731) is a financial advisory firm headquartered in Beachwood, OH. They manage $79,176,387 in 43 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Thomas & Company LLC
By the Numbers
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Total Assets Under Management79MILLION
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Total Number of Accounts43ACCOUNTS
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Average Account Value$1,841,311
Compensation Options
- A percentage of assets under your management
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.
OH
Financial Advisors at Thomas & Company LLC
1
Joseph Thomas (CRD# 445261) is an Investment Advisor Representative working at Thomas & Company LLC in Beachwood, OH and has over 30 years of experience in the finance industry.
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