Thi, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 123216
- Website
- www.thi-inc.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI85.3%
- Individuals14.12%
- Charitable Organizations0.58%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Thi, Inc. operates as an independent registered investment advisor (RIA) with a focus on providing financial planning services, portfolio management for individuals and small businesses, and pension consulting. The firm is structured as a corporation and is owned by an individual. While it does not engage in capital allocation or act as a pension consultant, it maintains a diverse client base that includes both individual and institutional clients. The firm’s fee structure is multifaceted, incorporating a percentage of assets under management, hourly charges, and fixed fees. Thi, Inc. does not actively invest in ESG (Environmental, Social, and Governance) options.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities36%
- Non-Exchange Traded Equities30%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents11%
- Investment Grade Corp Bonds2%
Contacts
1 of 1Michael Jehle
PresidentCRD 2267975
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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