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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-19-2018
- Office Locations
- 2
Office Locations
About Thunderbird Wealth Management, Inc.
Thunderbird Wealth Management, Inc. is a registered investment adviser (AZ, TX, MO) offering financial planning and portfolio strategies tailored to individual goals. The firm publishes client education content including newsletter articles, calculators, and research reports, and runs ETF-centric portfolios with an emphasis on asset allocation and risk management. Custody includes Charles Schwab. President Phillip Krznarich has been featured on Prescott radio’s “Talk of the Town.”
Team overview
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Accredited Investors
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PHILLIP PAUL KRZNARICH
Chief Compliance Officer, Owner, President
- CRD
- #4342841
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
JUSTIN DAVID KRZNARICH
Financial Advisor, General Partner
- CRD
- #6285846
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $60,816,678 | -- |
| Non-Discretionary | $0 | -- |
| Total | $60,816,678 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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