Thurston, Springer, Miller, Herd & Titak, Inc.

Broker-DealerFINRA MemberEst. 1980

Total AUM

—

Advisory reps

142

Avg account

$0

Firm details

Headquarters: Indianapolis, Indiana
CRD number: 8478
Registered since: November 21, 1980
Website: thurstonspringer.com

Firm profile

FINTRX

Overview

Thurston, Springer, Miller, Herd & Titak, Inc. is a corporation that has been SEC-registered since 1980. The firm reports domestic/individual ownership and appears to operate as an advisory organization that manages discretionary assets. The firm does not self-identify as an active ESG investor and is not listed as a pension consultant or related adviser in the provided data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

3 of 9

Cynthia Mulonas
Chief Operating OfficerCRD 2967156
Justin Prappas
Senior Project CoordinatorCRD 6644882
Karen Coker
Chief Risk OfficerCRD 2731928

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Contacts

3 of 133

Gavin Banta
Associate Relationship ManagerCRD 8118032
John Peluso
Executive Vice President, PartnerCRD 1902776
Christopher Lavelle
Account ManagerCRD 6666630

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 455

Active vs passive

$118M in ETFs

Passive

75%

$89.2M

Active

22%

$29.2M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF (RDVY)	First Trust	Passive	Large Value	$4.6M	56,345	3.86%

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Primary office

Indianapolis, IN

Marion

Location

Indianapolis, IN

Headquartered in Indianapolis, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.

Metro area: Indianapolis-Carmel-Muncie, IN
Region: Midwest
County: Marion
Address: 9000 Keystone Xing
Time zone: ET (UTC-5)
Office locations

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