Thomas & Barrientos Financial, LLC is a large advisory firm based in Roseville. It manages $32 million of regulatory assets for 107 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of California.
Thomas & Barrientos Financial provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Thomas & Barrientos Financial, LLC is $32 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% 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 Thomas & Barrientos Financial, LLC for their services and products based on a percentage of assets under management, hourly charges, 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.
The principal office where Thomas & Barrientos Financial, LLC performs its advisory services is located at 3300 Douglas Blvd., Roseville, CA 95661, 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 916-910-0760 or by fax 916-910-0763. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.