Bruce James Thomas Jr

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Moorpark, California
CRD number
115903
Fee structure
Hourly Charges, Fixed Fees
Services
Financial Planning

Firm profile

FINTRX

Overview

Bruce James Thomas Jr operates as a sole proprietorship registered in California. The practice focuses on insurance brokerage and provides financial planning services to individual clients. Compensation is delivered through hourly charges and fixed fees rather than asset-based advisory fees. The firm is not identified as an ESG investor, does not act as a capital allocator, and does not present itself as a multi-state advisory firm or pension consultant. Classification in the source data is listed as unclassified.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Bruce Thomas

    Owner / Financial PlannerCRD 2509968

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Moorpark, CA

Ventura

Location

Moorpark, CA

Headquartered in Moorpark, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Ventura
Address
12494 Beech Grove Ct
Time zone
PT (UTC-8)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth