Thurston Hall Investment Research, LLC

Thurston Hall Investment Research, LLC (CRD# 136700) is a financial advisory firm headquartered in , . They manage $44,000,000 in 256 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    256
    ACCOUNTS
  • Average Account Value
    $171,875
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

FL, NJ

Financial Advisors at Thurston Hall Investment Research, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Barry S. Lefsky
CRD#: 5452931
Manalapan, NJ
93
Wealthminder
score

Barry Lefsky (CRD# 5452931) is an Investment Advisor Representative working at Thurston Hall Investment Research, LLC in Manalapan, NJ and has over 11 years of experience in the finance industry.

2
Craig A. Wolpert
CRD#: 723634
Sarasota, FL
58
Wealthminder
score

Craig Wolpert (CRD# 723634) is an Investment Advisor Representative working at Thurston Hall Investment Research, LLC in Sarasota, FL and has over 24 years of experience in the finance industry.

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