BRUCE JAMES THOMAS JR

Overview

Bruce James Thomas Jr operates as a sole proprietorship that provides insurance brokerage and financial planning services. The business is organized around an individual owner model rather than a multi-advisor firm or capital allocator. Advisory activity is described as financial planning; investment management or discretionary portfolio management is not documented. Fee arrangements are client-facing and non-proprietary: the firm reports using hourly charges and fixed fees rather than percentage-based AUM fees. Regulatory detail on SEC registration is not reported. The firm is classified as unclassified and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser to another registered entity.

Assets & Accounts

Location & Offices