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Janet Lynn Thoms

ORION CAPITAL MANAGEMENT LLC·CORONADO, California
Clean recordORION CAPITAL MANAGEMENT LLC
1330 ORANGE AVENUE, SUITE 302, CORONADO, CA 92118CRD# 5298890Firm CRD# 119428

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Janet Lynn Thoms · CORONADO, CA
Registration
CRD #5298890 · ORION CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Janet Lynn Thoms is a registered financial advisor based in CORONADO, California, affiliated with ORION CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ORION CAPITAL MANAGEMENT LLC
ORION CAPITAL MANAGEMENT LLC
AUM
$218M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at ORION CAPITAL MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5298890
Firm CRD# 119428
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Janet Lynn Thoms offer?
Janet Lynn Thoms specializes in Financial Planning, Investment Management. Contact their office in CORONADO, California for a consultation.
What are Janet Lynn Thoms's credentials?
Janet Lynn Thoms is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Janet Lynn Thoms located?
Janet Lynn Thoms is based in CORONADO, California, working with ORION CAPITAL MANAGEMENT LLC. Their office serves clients in the CORONADO metropolitan area and surrounding communities.
How does Janet Lynn Thoms charge for services?
Janet Lynn Thoms's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ORION CAPITAL MANAGEMENT LLC?
ORION CAPITAL MANAGEMENT LLC has approximately 4 employees and manages $218M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ORION CAPITAL MANAGEMENT LLC

Peter Christopher Thoms
CORONADO, CA

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Research
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