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Building 2S.C. THOMAS & ASSOCIATES, CPA

Map pinMEDINA, OH
Phone330-725-3162
NotebookSEC #801-68023
Total AUM
$40.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
805 E. WASHINGTON STREET
STE #130
MEDINA
OH 44256
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
330-725-3162

ReceiptFinancials

Total AUM
$40.2M
Accounts
227
Discretionary
$39.2M
Accounts
200
Non-Discretionary
$987K
Accounts
27

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
OH

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

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