Thornton Financial Management and Services
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 114457
- Website
- www.tfmgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI68.71%
- Individuals31.29%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Thornton Financial Management and Services is an owner-operated, independent registered investment adviser operating as a sole proprietorship. The firm focuses on fee-based portfolio management for individuals, families and small business clients, and also provides portfolio management services to businesses or institutions. Compensation is primarily a percentage-of-AUM advisory fee. The adviser is not positioned as a multi-state firm, does not market itself as an ESG investor, and does not act as a pension consultant or capital allocator.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities98%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 820 Gessner Rd
- Time zone
- CT (UTC-6)
- Office locations
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