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Peter Christopher Thoms

ORION CAPITAL MANAGEMENT LLC·CORONADO, California
Unclaimed Profile
1330 ORANGE AVENUE, SUITE 302, CORONADO, CA 92118CRD# 4527390Firm CRD# 119428
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About

Peter Christopher 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.

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Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

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

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4527390
Firm CRD# 119428
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Peter Christopher Thoms offer?
Peter Christopher Thoms specializes in Financial Planning, Investment Management. Contact their office in CORONADO, California for a consultation.
What are Peter Christopher Thoms's credentials?
Peter Christopher Thoms is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Christopher Thoms located?
Peter Christopher 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 Peter Christopher Thoms charge for services?
Peter Christopher 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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