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 a corporation that has been SEC-registered since 1989 and is held by an individual owner. Public filings classify the firm as unclassified; it does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The firm has not provided substantive detail in the source materials about its investment strategies, fee model, target client types, or day-to-day advisory activities.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 23
  • James Colavito

    BrokerCRD 2839447

  • Richard Marshall

    CRD 1568388

  • John Hansbury

    Registered Financial ProfessionalCRD 3235224

Unlock 20 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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