Thurston, Springer, Miller, Herd & Titak, Inc.
Firm details
- Headquarters
- Indianapolis, Indiana
- CRD number
- 8478
- Registered since
- November 21, 1980
- Website
- thurstonspringer.com
Firm profile
FINTRXOverview
Thurston, Springer, Miller, Herd & Titak, Inc. is a corporation registered with the SEC since 1980. The firm is structured with domestic entity and individual ownership. Publicly reported metadata indicates it does not identify as an active ESG investor, is not classified as a pension consultant or related adviser, and is not designated as a capital allocator.
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
Owners & executives
3 of 9
James Stevens
Chief Executive OfficerCRD 4428134
Matthew Reynolds
President, Chief Financial OfficerCRD 4077413
Christian Taylor
Chief Compliance OfficerCRD 5462381
Contacts
3 of 132
Joel Cox
Registered RepresentativeCRD 5710438
Steven Kuza
Financial Advisor and Registered RepresentativeCRD 5737931
Christopher Esser
Vice President of InvestmentsCRD 5742446
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 455Active vs passive
$118M in ETFs
75%
$89.2M
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% |
Location
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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