Investment adviser · CRD 139071

THOMAFIN & ASSOCIATES LLC

Investment adviser filing (IA)

· Form ADV filed Mar 27, 2012

Regulatory AUM
$19M
Form ADV · Item 5.F
Client accounts
4
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 27, 2012. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Performance-based

Principal office

CRD 139071

Filing source

Form ADV 623192 · Mar 27, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.