This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Northern Trust
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-25-2012
- Office Locations
- 1
Office Locations
About Thomas & Company LLC
Thomas & Company LLC is a Beachwood, OH registered investment adviser serving retail clients, including entrepreneurs. The firm provides asset management and financial planning, with additional support around business succession and insurance. Its managed accounts are primarily ETF-based with a smaller allocation to U.S. government/agency bonds. Custody is held at Charles Schwab and Northern Trust; the firm is led by Joseph Haruff Thomas (President/CCO).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOSEPH HARRUFF THOMAS
Chief Compliance Officer, President
- CRD
- #445261
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $81,258,996 | -- |
| Non-Discretionary | $0 | -- |
| Total | $81,258,996 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing