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THRIVE PORTFOLIOS
THRIVE PORTFOLIOS, INC.
CRD 314414
1650 GARNET AVE., #1137, SAN DIEGO, CA, 92109, United States
Phone
(858) 208-0405
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$2.9M
Discretionary AUM
$2.9M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Publication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $2.9M |
All web addresses on file
Official SEC filing: View on IAPD