$53.7M Total AUM
$53.7M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Invesco
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-21-2004
- Office Locations
- 1
Office Locations
10210 NE 8TH Street Suite 200 Bellevue WA
About Thome Financial
Thome Financial is a founder-led RIA in Bellevue, WA providing personalized, comprehensive wealth management and financial planning for business owners and entrepreneurs. Portfolios commonly use public funds, ETFs, index funds and mutual funds, including socially responsible investing approaches. Custody/platform includes Charles Schwab.
Team overview
-- AVG AGE
$53.7M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
22.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
A
ANTHONY THOME
Chief Compliance Officer, President
- CRD
- #2407795
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,661,469 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,661,469 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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