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THI, Inc.

THI, Inc.. CRD 123216

THI, Inc. logo

CRD: 123216

THI, Inc.

$32.7M Total AUM
$28.8M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
28 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
01-05-1998
Office Locations
1

Office Locations

-- Sewickley PA

About THI, Inc.

THI, Inc. partners with healthcare innovators to commercialize medical devices and care-delivery solutions, using clinical and cost data to support reimbursement and value-based payer contracts. The team blends clinicians, executives, technologists, and financial experts to design business models, document comparative studies, and build chronic-disease bundle programs, drawing on U.S. and international insurer/policymaker relationships since 1992.

Team overview

-- AVG AGE
$32.7M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
28.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
28yrs Firm Age

Insights

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Asset Classes

Available

Investment Themes

Available

Investment Vehicles

Available

Services

Available

Owner & Executives

M

MICHAEL EDWARD JEHLE

President

CRD
#2267975
Ownership
75% or more
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $28,788,000 --
Non-Discretionary $3,930,000 --
Total $32,718,000 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Equity - OTC:
Available
Public Funds:
Available
Cash:
Available
Corporate - Investment Grade:
Available
Municipal Bonds:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Equity - OTC Available Available
Public Funds Available Available
Cash Available Available
Corporate - Investment Grade Available Available
Municipal Bonds Available Available
Total Available Available

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