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.
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 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. 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.
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.
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.