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Shari Hope Wolkon

THL MANAGERS VII, LLC·BOSTON, Massachusetts
Unclaimed Profile
100 FEDERAL STREET, BOSTON, MA 02110CRD# 6023717Firm CRD# 171042
01

About

Shari Hope Wolkon is a registered financial advisor based in BOSTON, Massachusetts, affiliated with THL MANAGERS VII, 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
THL MANAGERS VII, LLC
THL MANAGERS VII, LLC
AUM
$14.4B
Regulatory assets under management
Employees
157
Total firm employees
View all advisors at THL MANAGERS VII, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Other: CARRIED INTEREST
Regulatory
SEC/IARD CRD# 6023717
Firm CRD# 171042
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Shari Hope Wolkon offer?
Shari Hope Wolkon specializes in Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.
What are Shari Hope Wolkon's credentials?
Shari Hope Wolkon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shari Hope Wolkon located?
Shari Hope Wolkon is based in BOSTON, Massachusetts, working with THL MANAGERS VII, LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Shari Hope Wolkon charge for services?
Shari Hope Wolkon's firm is compensated through percentage of aum, other: carried interest. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THL MANAGERS VII, LLC?
THL MANAGERS VII, LLC has approximately 157 employees and manages $14.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THL MANAGERS VII, LLC

Charles Patrick Holden
BOSTON, MA
Gnaneshwar B Rao
BOSTON, MA
Seth William Lawry
BOSTON, MA
Todd Martin Abbrecht
BOSTON, MA
Anthony Joseph Dinovi
BOSTON, MA
Joshua Matthew Nelson
BOSTON, MA

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