Thomas
Munoz
Telemus Capital, LLC
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About this Advisor
Thomas Munoz is a financial advisor working out of Southfield, Michigan with a total of 3 years of relevant experience. Munoz is an employee of Telemus Capital, LLC. During their career, the advisor has held roles at Axa Advisors, LLC, Annual Giving Central Michigan University, Focus Financial Group, Inc, Kokemos Family Fun Center, Garpiel Group, Gordman'S, Central Michigan University, Delta College, Saginaw Public Schools and Telemus Capital, LLC. Munoz holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and can work in Michigan. Telemus Capital, LLC is an advisory firm that has its headquarters in Southfield, MI. The company has offices in three locations and a total of 52 employees. It oversees $3 billion in assets among its 4,367 accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 22 charities and foundations. Of its 4,367 accounts, 34% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The company performs a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fees typically vary depending on which service is offered. However, fees billed by Telemus Capital, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Telemus Capital, LLC Brokerage Details
$2,972,199,618
52
4,367
$680,604
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Thomas Munoz Work History
Thomas has been registered as a financial advisor for 3 years.*
Telemus Capital, LLC
Axa Advisors, LLC
Axa Advisors, LLC
Annual Giving Central Michigan University
Focus Financial Group, Inc
Kokemos Family Fun Center
Garpiel Group
Central Michigan University
Gordman'S
Delta College
Saginaw Public Schools
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Munoz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Telemus Capital, LLC
Chicago, IL
Chicago, IL
Southfield, MI
Chicago, IL
Chicago, IL
Southfield, MI
Southfield, MI
Southfield, MI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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