CRD: 169139
Thielen Capital Corporation
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- Custodian
- Ascensus · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-05-2014
- Office Locations
- 1
Office Locations
About Thielen Capital Corporation
Thielen Capital is a fiduciary RIA compensated only by client-negotiated fees, serving individuals and business owners/entrepreneurs with financial planning and portfolio construction (including retirement and tax planning). The firm uses research-driven asset allocation and portfolio implementation, typically with mutual funds and ETFs while accommodating client demand for active managers. Clients get on-demand and quarterly performance reporting; custody includes Schwab and Fidelity.
Team overview
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Fund Managers
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
ARTHUR JOHN THIELEN IV
Chief Compliance Officer, President
- CRD
- #4525121
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $126,020,017 | $552,719 |
| Non-Discretionary | $0 | -- |
| Total | $126,020,017 | $552,719 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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