L.O. Thomas & Co Inc.

Broker-DealerFINRA MemberEst. 1989
Total AUM
—
Advisory reps
23
Avg account
$0

Firm details

Headquarters
Linwood, New Jersey
CRD number
23657
Registered since
May 11, 1989

Firm profile

FINTRX

Overview

L.O. Thomas & Co. Inc. is organized as a corporation and has been SEC-registered since 1989. Ownership is listed as individual rather than institutional. FINTRX classifies the firm as "unclassified" and records indicate it does not act as a capital allocator. The firm is not marked as an active ESG investor, is not registered as a multi-state adviser, and does not identify itself as a pension consultant or related adviser. Public disclosures in the source dataset are sparse: fields for client types, fee arrangements, core business activities and advisory specializations are blank or not provided. That limited transparency makes it difficult to parse the firm's target clientele or service model from the available data.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 23
  • Jerrold Savoy

    Financial ConsultantCRD 411672

  • John Risley

    John Risley

    President, Financial AdvisorCRD 844622

  • John Insley

    Investment RepresentativeCRD 1013970

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Linwood, NJ

Atlantic

Location

Linwood, NJ

Headquartered in Linwood, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Atlantic
Address
A6 New Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth