THI, INC.
CRD 123216
Large incorporated asset manager or corporate group — typically not a local adviser team.
United States
Registration
— (—)
Source
State registered
Total AUM
$30.3M
Discretionary AUM
$26.8M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2025-03-31
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $4.3M |
| High net worth individuals | 8 | $25.9M |
| Charitable organizations | 1 | $177K |
Official SEC filing: View on IAPD