CRD: 144595
Tomas A. Blanno AND Company, LLC
$28.9M Total AUM
$28.9M Disc. AUM
-- 3Y CAGR
2 Employees
35 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-01-2006
- Office Locations
- 1
Office Locations
-- Roswell GA
About Tomas A. Blanno AND Company, LLC
Tomas A. Blanno and Company, LLC is a boutique, retail-focused RIA in Roswell, GA providing financial planning and portfolio/asset management, including retirement, estate, and college planning plus insurance solutions. Portfolios are predominantly ETF-based with some cash allocations, and the firm custodies client assets at Charles Schwab.
Team overview
-- AVG AGE
$28.9M AVG AUM / ADVISOR
$824.4K AVG AUM / CLIENT
19.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
T
TOMAS ALBERTO BLANNO
Advisor, MANAGING DIRECTOR
- CRD
- #2141064
- Ownership
- 75% or more
Available
Available
Available
N
NORMA EVELIA ADAME
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,853,922 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,853,922 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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