Thor Financial Technologies
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Overview
Thor Financial Technologies operates as an advisory firm headquartered in Greensburg, Pennsylvania. The firm handles $124.5 million in total assets over one account, making it a mid-tier investment advisory firm in the United States by assets under management (AUM). Thor Financial Technologies has a small team, including 3 financial advisors. Thor Financial Technologies does not act as a registered broker-dealer, meaning it is not able to buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are exchangable fiscal investments like options, equities and bonds.
Thor Financial Technologies administers all of its accounts in a discretionary manner. Discretionary management is a structure in which transaction choices are made by an investment advisor without needing to seek client permission. The company's average account size is $124.5 million. An average advisor at Thor Financial Technologies oversees fewer than one client account, placing it among the most personalized advisor firms in the country.
The firm's main office is at 327 W. Pittsburgh St., Greensburg, Pennsylvania 15601. It is allowed to serve customers in the state of Pennsylvania.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Thor Financial Technologies by the Numbers
$124.5 million
5
1
$124.5 million
Fee Structure
Fees for financial advice usually vary depending on which services the firm provides the client. However, fees charged by the company can consist of the following fee types: asset-based or other. Thor Financial Technologies does not provide a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 10% of firms
Other
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
The company works with investment companies. Thor Financial Technologies's biggest client type is investment companies. None of the firm's clients reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Thor Financial Technologies does not have any disclosures.
Please visit its Form ADV for more details.
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