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).
Total Assets Under Management4MILLION
Total Number of Accounts22ACCOUNTS
Average Account Value$159,091
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
Arnold Winters (CRD# 3043233) is an Investment Advisor Representative working at Thomas Asset Management in Suwanee, GA and has over 19 years of experience in the finance industry.
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.