Christopher
Bak
Thrive Capital Management, LLC
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About this Advisor
Christopher Bak is a financial advisor based in Fort Washington, Pennsylvania, who has 3 years of relevant experience. Bak is currently employed by Thrive Capital Management, LLC. During their career, the advisor has held roles at Temple University, Philadelphia Eagles, Lincoln Financial Group, Nicks Roast Beef, Michael J. Craig Financial Services, Efficient Advisors, LLC, Efficient Advisors, Liberty Partners Financial Services, LLC, Thrive Capital Management, LLC, Thrive Insurance Group, LLC, Thrive Financial Services, LLC and Boenning & Scattergood. Bak has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Pennsylvania. Thrive Capital Management, LLC is a financial advisory firm based in Fort Washington, PA. It has offices in three locations and a total of 25 financial advisors. It manages $245 million in total assets between its 1,346 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 1,346 client accounts, just 7% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors are based on which service is provided. However, fees billed by Thrive Capital Management, LLC may include asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Thrive Capital Management, LLC Brokerage Details
$244,686,500
25
1,346
$181,788
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Christopher Bak Work History
Christopher has been registered as a financial advisor for 3 years.*
Thrive Capital Management, LLC
Thrive Capital Management, LLC
Thrive Insurance Group, LLC
Thrive Financial Services, LLC
Liberty Partners Financial Services, LLC
Efficient Advisors
Efficient Advisors, LLC
Boenning & Scattergood
Nicks Roast Beef
Michael J. Craig Financial Services
Efficient Advisors, LLC
Philadelphia Eagles
Lincoln Financial Group
Temple University
*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 Christopher Bak 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 Thrive Capital Management, LLC
Fort Washington, PA
Fort Washington, PA
Fort Washington, PA
Fort Washington, PA
Fort Washington, PA
Fort Washington, PA
Fort Washington, PA
Fort Washington, PA
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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