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Michael George Thonis

CHARLESBANK CAPITAL PARTNERS, LLC·BOSTON, Massachusetts
Clean recordCHARLESBANK CAPITAL PARTNERS, LLC
200 CLARENDON STREET, BOSTON, MA 02116-5073CRD# 6016621Firm CRD# 160256

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael George Thonis · BOSTON, MA
Registration
CRD #6016621 · CHARLESBANK CAPITAL PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael George Thonis is a registered financial advisor based in BOSTON, Massachusetts, affiliated with CHARLESBANK CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
CHARLESBANK CAPITAL PARTNERS, LLC
CHARLESBANK CAPITAL PARTNERS, LLC
AUM
$17.7B
Regulatory assets under management
Employees
159
Total firm employees
View all advisors at CHARLESBANK CAPITAL PARTNERS, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: MONITORING FEES
Regulatory
SEC/IARD CRD# 6016621
Firm CRD# 160256
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael George Thonis offer?
Michael George Thonis specializes in Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.
What are Michael George Thonis's credentials?
Michael George Thonis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael George Thonis located?
Michael George Thonis is based in BOSTON, Massachusetts, working with CHARLESBANK CAPITAL PARTNERS, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Michael George Thonis charge for services?
Michael George Thonis's firm is compensated through percentage of aum, performance-based fees, other: monitoring fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHARLESBANK CAPITAL PARTNERS, LLC?
CHARLESBANK CAPITAL PARTNERS, LLC has approximately 159 employees and manages $17.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CHARLESBANK CAPITAL PARTNERS, LLC

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Mayur Mukesh Desai
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Andrew Seth Janower
BOSTON, MA
Humberto (nmn) Duarte
BOSTON, MA
Brandon Crawford White
BOSTON, MA
David L Katz
BOSTON, MA

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Research
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