L.O. Thomas & Co Inc.

Broker-DealerFINRA MemberEst. 1989
Total AUM
Advisory reps
23
Avg account
$0

Firm details

Headquarters
Linwood, New Jersey
CRD number
23657
Registered since
May 11, 1989

Firm profile

FINTRX

Overview

L.O. Thomas & Co Inc. is organized as a corporation and has been SEC-registered since 1989. FINTRX lists the firm as individually owned and classifies it as unclassified; the profile does not identify specialized roles such as capital allocator, pension consultant, or related adviser. The firm is not flagged as an active ESG investor, is not designated as a multi-state adviser, and is not newly formed. The dataset provides no narrative about the firm’s advisory activities, investment approach, or target client segments. There are likewise no disclosures about fee models, business lines, or affiliations in the available record.

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

3 of 23
  • James Colavito

    BrokerCRD 2839447

  • Richard Marshall

    CRD 1568388

  • John Hansbury

    Registered Financial ProfessionalCRD 3235224

Unlock 20 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Linwood, NJ

Atlantic

Location

Linwood, NJ

Headquartered in Linwood, NJ, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Atlantic
Address
A6 New Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth