Thomas Asset Management, LLC is a related adviser based in Atlanta. It manages $40 million of regulatory assets for 18 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of New Jersey.
Thomas Asset Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Thomas Asset Management, LLC is $40 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 669% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Thomas Asset Management, LLC for their services and products based on a percentage of assets under management, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Thomas Asset Management, LLC performs its advisory services is located at 3414 Peachtree Road, Ne, Atlanta, GA 30326, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 678-539-1700 or by fax 678-539-1701. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at www.thomasassetmgt.com.