CRD: 136700
Thurston Hall Investment Research, LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-19-2005
- Office Locations
- 2
Office Locations
About Thurston Hall Investment Research, LLC
Thurston Hall Investment Research is a fee-only, independent RIA providing wealth and investment management with relationship-based planning for retirees, entrepreneurs, working professionals and executives (often across extended families). Portfolios emphasize ETFs and public funds and are typically custodied at Schwab or Fidelity. Florida-based with a Massachusetts office and actively growing its advisor team.
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Owner & Executives
SID CHAUDHRY
Chief Executive Officer, President, Wealth Advisor
- CRD
- #4789015
- Ownership
- 75% or more
CRAIG ALAN WOLPERT
Chief Compliance Officer, Chief Investment Officer, MANAGING DIRECTOR, Wealth Advisor
- CRD
- #723634
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $78,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $78,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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