Thorne Asset Management, Inc. (San Francisco)

Name: Thorne Asset Management, Inc.
Address: 716 Montgomery Street, San Francisco, CA, 94111
Telephone: 415-591-0661

Thorne Asset Management, Inc. is an adviser based in San Francisco. It manages $35.39 million of regulatory assets for 210 client accounts. It has been registered with the SEC as an adviser since 2007.

Thorne Asset Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Thorne Asset Management: assets under management

The assets under management (AUM) of Thorne Asset Management, Inc. is $35.39 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 18% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $35.39 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $168.54 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Thorne Asset Management, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Thorne Asset Management, Inc.

Douglas Reed Thorne has been acting as President since 1 Dec 1987. Gaylord Leroy Thorne joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Douglas Reed Thorne	President/chief compliance officer	1 Dec 1987	50% - 75%	2006368
Gaylord Leroy Thorne	Vice president	1 Aug 1988	50% - 75%	2322380

Based in San Francisco

The principal office where Thorne Asset Management, Inc. performs its advisory services is located at 716 Montgomery Street, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-591-0661 or by fax 415-983-0824. The normal business hours are 9:00-5:00 pm on Other. You can find more information about the New York firm at www.thorneasset.com.