L.O. Thomas & Co Inc.
Firm details
- Headquarters
- Linwood, New Jersey
- CRD number
- 23657
- Registered since
- May 11, 1989
Firm profile
FINTRXOverview
L.O. Thomas & Co Inc. is organized as a corporation and has been SEC-registered since 1989. The firm is owned by an individual and is classified in FINTRX data as "Unclassified," with limited public disclosure about its advisory activities, fee models, or client segments. The record flags several negative indicators: it does not identify as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not listed as a related adviser. The available information is sparse, which makes it difficult to profile the firm's investment philosophy or client focus beyond those checklist items. The absence of detail on business activities, advisory offerings, and client types suggests either a very small-scale operation or limited reporting to the data source.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 23Jerrold Savoy
Financial ConsultantCRD 411672

John Risley
President, Financial AdvisorCRD 844622
John Insley
Investment RepresentativeCRD 1013970
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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