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Bret Thomas Elam

THRIVE CAPITAL MANAGEMENT, LLC·FORT WASHINGTON, Pennsylvania
Unclaimed Profile
500 W OFFICE CENTER DRIVE, FORT WASHINGTON, PA 19034CRD# 3258973Firm CRD# 281347
01

About

Bret Thomas Elam is a registered financial advisor based in FORT WASHINGTON, Pennsylvania, affiliated with THRIVE CAPITAL MANAGEMENT, LLC. 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
Nonprofits & Foundations
03

Firm Overview

Firm
THRIVE CAPITAL MANAGEMENT, LLC
THRIVE CAPITAL MANAGEMENT, LLC
AUM
$393M
Regulatory assets under management
Employees
29
Total firm employees
View all advisors at THRIVE CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 3258973
Firm CRD# 281347
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Bret Thomas Elam offer?
Bret Thomas Elam specializes in Financial Planning, Investment Management. Contact their office in FORT WASHINGTON, Pennsylvania for a consultation.
What are Bret Thomas Elam's credentials?
Bret Thomas Elam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bret Thomas Elam located?
Bret Thomas Elam is based in FORT WASHINGTON, Pennsylvania, working with THRIVE CAPITAL MANAGEMENT, LLC. Their office serves clients in the FORT WASHINGTON metropolitan area and surrounding communities.
How does Bret Thomas Elam charge for services?
Bret Thomas Elam's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THRIVE CAPITAL MANAGEMENT, LLC?
THRIVE CAPITAL MANAGEMENT, LLC has approximately 29 employees and manages $393M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FORT WASHINGTON
Shawn Benjamin Capper — WHARTONHILL INVESTMENT ADVISORSFrank Elmer Rutan — WHARTONHILL INVESTMENT ADVISORSDeirdre Broderick Koerick — CAPITAL ANALYSTS, LLCThomas Gerard Murphy — LINCOLN INVESTMENT PLANNING, LLCMarilyn Bier Winiecki — WHARTONHILL INVESTMENT ADVISORS
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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