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Susannah Marie Thomas

GRUNDEN FINANCIAL ADVISORY, INC.·DENTON, Texas
Unclaimed Profile
515 SOUTH CARROLL BLVD, DENTON, TX 76201CRD# 7245194Firm CRD# 111595
01

About

Susannah Marie Thomas is a registered financial advisor based in DENTON, Texas, affiliated with GRUNDEN FINANCIAL ADVISORY, 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
GRUNDEN FINANCIAL ADVISORY, INC.
GRUNDEN FINANCIAL ADVISORY, INC.
AUM
$365M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at GRUNDEN FINANCIAL ADVISORY, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7245194
Firm CRD# 111595
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Susannah Marie Thomas offer?
Susannah Marie Thomas specializes in Financial Planning, Investment Management. Contact their office in DENTON, Texas for a consultation.
What are Susannah Marie Thomas's credentials?
Susannah Marie Thomas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susannah Marie Thomas located?
Susannah Marie Thomas is based in DENTON, Texas, working with GRUNDEN FINANCIAL ADVISORY, INC.. Their office serves clients in the DENTON metropolitan area and surrounding communities.
How does Susannah Marie Thomas charge for services?
Susannah Marie Thomas's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRUNDEN FINANCIAL ADVISORY, INC.?
GRUNDEN FINANCIAL ADVISORY, INC. has approximately 6 employees and manages $365M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in DENTON
James Allen Rench — RENCH WEALTH MANAGEMENT, INC.Thomas Earl Muir — CULTIVAR CAPITAL, INC.Ricky Lee Grunden — GRUNDEN FINANCIAL ADVISORY, INC.Shelley Ann Rench — RENCH WEALTH MANAGEMENT, INC.Casey Allen Rench — RENCH WEALTH MANAGEMENT, INC.
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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