Thomas & Company LLC

Thomas & Company LLC (CRD# 164731) is a financial advisory firm headquartered in Beachwood, OH. They manage $85,595,143 in 48 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $1,783,232
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
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.

OH

Financial Advisors at Thomas & Company LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joseph H. Thomas
CRD#: 445261
25800 Science Park Drive, Suite 150, Beachwood, OH 44122
93
Wealthminder
score

Joseph Thomas (CRD# 445261) is an Investment Advisor Representative working at Thomas & Company LLC in Beachwood, OH and has over 23 years of experience in the finance industry.

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