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S.E. THORN & CO.
THORN, STUART ELLIS
CRD 113754
Advisory firmSole prop
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$26.3M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Sole Proprietorship
Filing date
2022-03-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)PERFORMS SECURITIES RESEARCH UPON REQUEST.
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 63 | $20.6M |
| High net worth individuals | 2 | $5.7M |
All web addresses on file
Official SEC filing: View on IAPD