T
$303.9M Total AUM
$303.9M Disc. AUM
-- 3Y CAGR
2 Employees
70 ADV. Clients
5 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-14-2020
- Office Locations
- 2
Office Locations
220 S. Main St., Suite 321 Royal OAK MI
-- Clinton Township MI
About Thrive Retirement Specialists
Thrive Retirement Specialists is a Royal OAK-based RIA with 2 offices. The firm has been operating for 5 years. Managing $303.9M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
44 AVG AGE
$151.9M AVG AUM / ADVISOR
$4.3M AVG AUM / CLIENT
5 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
A
ANTHONY ROBERT WATSON
Chief Compliance Officer, President, Vice President
- CRD
- #5682762
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
MICHAEL STEPHEN NEMICK
Financial Planner
- CRD
- #6004954
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $303,880,397 | $739,368 |
| Non-Discretionary | $0 | -- |
| Total | $303,880,397 | $739,368 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing