AdvisorOS Directory
Claim Profile
MT

Mohan Philip Thomas

EIF MANAGEMENT, LLC·NEEDHAM, Massachusetts
Unclaimed Profile
THREE CHARLES RIVER PLACE, NEEDHAM, MA 02494-2708CRD# 6019704Firm CRD# 156751
01

About

Mohan Philip Thomas is a registered financial advisor based in NEEDHAM, Massachusetts, affiliated with EIF MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ARES EIF MANAGEMENT, LLC
ARES EIF MANAGEMENT, LLC
AUM
$3.9B
Regulatory assets under management
Employees
33
Total firm employees
View all advisors at ARES EIF MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6019704
Firm CRD# 156751
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEEDHAM?

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

Browse NEEDHAM AdvisorsAre you this advisor? Claim profile

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 Mohan Philip Thomas offer?
Mohan Philip Thomas specializes in Retirement Planning. Contact their office in NEEDHAM, Massachusetts for a consultation.
What are Mohan Philip Thomas's credentials?
Mohan Philip Thomas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mohan Philip Thomas located?
Mohan Philip Thomas is based in NEEDHAM, Massachusetts, working with EIF MANAGEMENT, LLC. Their office serves clients in the NEEDHAM metropolitan area and surrounding communities.
How does Mohan Philip Thomas charge for services?
Mohan Philip Thomas's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EIF MANAGEMENT, LLC?
EIF MANAGEMENT, LLC has approximately 33 employees and manages $3.9B 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 →
Other advisors in NEEDHAM
Jose Alberto Torres — EIF MANAGEMENT, LLCAndrew N Pike — EIF MANAGEMENT, LLCRyan Charles Forness — FORNESS FINANCIAL LLCNorman Anthony Forness — FORNESS FINANCIAL LLCCatherine M Reese — EIF MANAGEMENT, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile