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 a corporate advisory entity that has been SEC-registered since 1989 and is owned by an individual. Public filings and the FINTRX snapshot offer limited detail on the firm's client focus or service lines: classification is listed as unclassified and the firm does not identify itself as a capital allocator, pension consultant, multi-state adviser, or an active ESG investor. No fee structure, specific advisory activities, or manager allocation preferences are disclosed 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