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Building 2S.C. THOMAS & ASSOCIATES, CPA, LLC

Map pinMEDINA, OH
Phone330-725-3162
NotebookSEC #801-135895
Total AUM
$104.6M
Employees
2
Clients
108

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3599 RESERVE COMMONS DR
MEDINA
OH 44256
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
330-725-3162

ReceiptFinancials

Total AUM
$104.6M
Accounts
265
Discretionary
$104.5M
Accounts
264
Non-Discretionary
$85.4K
Accounts
1

ContactClients

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Individual Clients
79
AUM
$28.8M
HNW Individual Clients
29
AUM
$75.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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