CRD: 114457
Thornton Financial Management AND Services
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-05-1993
- Office Locations
- 1
Office Locations
About Thornton Financial Management AND Services
Thornton Financial Management and Services is a Houston-based advisory firm providing personal investment advice, asset management, and integrated income-tax planning for individuals seeking improved financial security. Portfolios are built with a risk-first mindset and diversified across fund objectives, spanning allocations from Treasuries to growth funds to match client goals. Client accounts are custodied at Charles Schwab and are primarily implemented using ETFs.
Team overview
Insights
Asset Classes
Client Personas
Investment Vehicles
Services
Owner & Executives
JOHN DAVID THORNTON
Portfolio Manager, President
- CRD
- #4484198
- Ownership
- 75% or more
DAVID THORNTON
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,272,383 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,272,383 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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