T
$584.0K Total AUM
$584.0K Disc. AUM
-- 3Y CAGR
2 Employees
0 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Etrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-2023
- Office Locations
- 1
Office Locations
-- Marietta GA
About Throckmorton Advisors, LLC
Throckmorton Advisors, LLC is a Marietta-based RIA. The firm has been operating for 2 years. Managing $584.0K in total assets under management, with 1 advisory representatives. They custody assets with Etrade.
Team overview
-- AVG AGE
$584.0K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
2.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
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Accredited Investors
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
Matthew William Greene
Chief Compliance Officer, Managing Partner
- CRD
- #8034467
- Ownership
- 50% but less than 75%
Available
Available
Available
JOEL STEVEN ROGERS
Co-Owner
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $584,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $584,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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