Advisor at Thomas & Company LLC
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Firm
Thomas & Company LLC
Location
Beachwood, OH 44122
Credentials
Series 65
Industry experience
22 years
Joseph Thomas is a financial advisor at Thomas & Company LLC in Beachwood, OH, holding a Series 65 designation with 22 years of industry experience. He has led Thomas & Company LLC since 2011. Thomas & Company LLC is an independent investment adviser providing discretionary asset management and investment advice to individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate entities. The firm uses fundamental analysis to tailor portfolios with primarily long-term holdings, actively monitors accounts, and manages approximately $81.3 million in assets across about 21 clients.
Up to a maximum of 0.70% annually
25800 Science Park Drive, Suite 150
Beachwood, OH 44122
Ohio
Thomas and Company, LLC
2011 - Present (15 years)
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Trust company
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Real estate agent
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Other specialized services
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Private Harbour Investment Management & Counsel LLC.
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