Thirsty Horses Group, Inc. (Larkspur)


Thirsty Horses Group, Inc. is an adviser based in Larkspur. It manages $41.22 million of regulatory assets for 237 client accounts. It has been registered with the SEC as an adviser since 2006.

Thirsty Horses Group provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Thirsty Horses Group: assets under management

The assets under management (AUM) of Thirsty Horses Group, Inc. is $41.22 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $41.22 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $173.93 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Thirsty Horses Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Larkspur

The principal office where Thirsty Horses Group, Inc. performs its advisory services is located at 80 East Sir Francis Drake Blvd., Larkspur, CA 94939, 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 415-464-0800 or by fax 415-449-6690. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.