RIA IntelAdvisersArizonaTHORN, STUART ELLIS

THORN, STUART ELLIS

Advisory

AZ

Data as of Mar 29, 2022 · Source: SEC Form ADV

Average account
$417K
across 63 accounts
AUM per adviser
$26M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 29, 2022.

Total AUM
$26M
Discretionary %
0%
Clients
65
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$26M
Discretionary AUM$0
Non-Discretionary AUM$26M
Discretionary %0%
Total Clients65
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureSole Proprietorship
Fiscal Year EndDecember
Operates InAZ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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