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THOMAS & COMPANY LLC
CRD 164731
25800 SCIENCE PARK DRIVE, SUITE 150, BEACHWOOD, OH, 44122, United States
Phone
216-292-9901
Fax
216-464-1197
Registration
— (—)
Source
State registered
Total AUM
$81.3M
Discretionary AUM
$81.3M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-09
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $3.5M |
| High net worth individuals | 15 | $77.8M |
Official SEC filing: View on IAPD