Thomas Asset Management

Thomas Asset Management (CRD# 117181) is a financial advisory firm headquartered in Alpharetta, GA. They manage $3,500,000 in 22 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $159,091
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

GA

Financial Advisors at Thomas Asset Management
Showing 1 - 2 of 2 top financial advisors.
1
Arnold A. Winters
CRD#: 3043233
Suwanee, GA
73
Wealthminder
score

Arnold Winters (CRD# 3043233) is an Investment Advisor Representative working at Thomas Asset Management in Suwanee, GA and has over 18 years of experience in the finance industry.

2
Thomas Borbone
CRD#: 1713376
Suwanee, GA
63
Wealthminder
score

Thomas Borbone (CRD# 1713376) is an Investment Advisor Representative working at Thomas Asset Management in Suwanee, GA and has over 29 years of experience in the finance industry.

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