S
$26.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
65 ADV. Clients
30 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- BNY Mellon · Pershing · Prudential
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-01-1995
- Office Locations
- 1
Office Locations
-- Prescott AZ
About S.e. Thorn & Co.
S.E. Thorn & Co. is a Prescott, AZ investment advisory firm serving retail clients with financial planning and portfolio/asset allocation guidance, including insurance, estate, and tax planning. Reported SMA portfolios are heavily ETF-based, with limited use of cash, mutual funds, and municipal bonds, and it custody-clears through firms such as Pershing and BNY Mellon.
Team overview
-- AVG AGE
$26.3M AVG AUM / ADVISOR
$404.5K AVG AUM / CLIENT
31 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
STUART ELLIS THORN
Principal
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $26,290,540 | -- |
| Total | $26,290,540 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing