Claim Profile
PT

Peter Eric Thomas

BLUE SKY CAPITAL CONSULTANTS GROUP, INC.·POWAY, California
Unclaimed Profile
14259 DANIELSON ST., POWAY, CA 92064CRD# 7631699Firm CRD# 329575
01

About

Peter Eric Thomas is a registered financial advisor based in POWAY, California, affiliated with BLUE SKY CAPITAL CONSULTANTS GROUP, INC.. 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
03

Firm Overview

Firm
BLUE SKY CAPITAL CONSULTANTS GROUP, INC.
BLUE SKY CAPITAL CONSULTANTS GROUP, INC.
AUM
$193M
Regulatory assets under management
Employees
3
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PENSION CONSULTING FEE
Regulatory
SEC/IARD CRD# 7631699
Firm CRD# 329575
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in POWAY?

Browse all registered financial advisors in POWAY, California or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Peter Eric Thomas offer?
Peter Eric Thomas specializes in Financial Planning, Investment Management. Contact their office in POWAY, California for a consultation.
What are Peter Eric Thomas's credentials?
Peter Eric Thomas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Eric Thomas located?
Peter Eric Thomas is based in POWAY, California, working with BLUE SKY CAPITAL CONSULTANTS GROUP, INC.. Their office serves clients in the POWAY metropolitan area and surrounding communities.
How does Peter Eric Thomas charge for services?
Peter Eric Thomas's firm is compensated through percentage of aum, hourly charges, subscription fees, other: pension consulting fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUE SKY CAPITAL CONSULTANTS GROUP, INC.?
BLUE SKY CAPITAL CONSULTANTS GROUP, INC. has approximately 3 employees and manages $193M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty