Thinkequity LLC is a large advisory firm based in San Francisco. It manages $172.09 million of regulatory assets for 416 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Arizona, California, Connecticut, and 14 other states.
Thinkequity provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and portfolio reporting. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Thinkequity LLC is $172.09 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -80% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Thinkequity LLC 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.
Thinkequity Holdings Llc joined the executive team most recently as the Holding Company Of Thinkequity Llc.
The principal office where Thinkequity LLC performs its advisory services is located at 600 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 415-249-2900 or by fax 415-772-9071. The normal business hours are 6am to 5pm on Monday - Friday. You can find more information about the New York firm at www.thinkequity.com.