Thomas Investment Advisors LLC
Firm details
- Headquarters
- Orange, California
- CRD number
- 334544
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Thomas Investment Advisors LLC is an independent, owner-operated registered investment adviser that serves individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. Thomas Investment Advisors acts as a capital allocator and is not positioned as an ESG investor or pension consultant.
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 Equities55%
- Public Funds/Mutual Funds42%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1Daniel Thomas
Managing Member And Chief Compliance OfficerCRD 8041188
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Orange, CA
Orange
Location
Orange, CA
Headquartered in Orange, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 1421 N Wanda Rd
- Time zone
- PT (UTC-8)
- Office locations
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