Thomas & Company LLC

Thomas & Company LLC (CRD# 164731) is a financial advisory firm headquartered in Beachwood, OH. They manage $91,129,931 in 49 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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.


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

Joseph Thomas (CRD# 445261) is an Investment Advisor Representative working at Thomas & Company LLC in Beachwood, OH and has over 25 years of experience in the finance industry.

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