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. 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

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
  • Jerrold Savoy

    Financial ConsultantCRD 411672

  • John Risley

    John Risley

    President, Financial AdvisorCRD 844622

  • John Insley

    Investment RepresentativeCRD 1013970

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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