Thomas
Frank

On Investment Management Co

CRD#1170889
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Thomas Frank is a certified financial planner whose office is in Pittsburgh, Pennsylvania. Currently a registered financial advisor with On Investment Management Co, they have accrued an impressive 31 years of professional experience. Frank has a Series 63 license, certifying them as a securities representative. Frank is registered to operate in Pennsylvania. Their career trajectory has included roles at Raymond James Financial Services Advisors, Inc, Raymond James Financial Services, Inc, Property And Casualty Insurance Agency, Verrico Agency, The Catholic Funeral Plan, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co and Ohio National Financial Services. On Investment Management Co is headquartered in Pittsburgh, Pennsylvania, and has 228 brick-and-mortar locations throughout the nation. Overall, On Investment Management Co manages $1 billion in assets dispersed across 9,263 client accounts and employs more than 374 people. The amount of assets the firm manages makes it one of the largest firms in the United States. The firm manages 1,415 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 2% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. On Investment Management Co offers financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

31 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

300 Mt. Lebanon Boulevard Suite 224
Pittsburgh, PA 15234

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On Investment Management Co Brokerage Details

Total Assets Under Management

$1,463,138,064

PA Average: $2,106,341,625
Total Number of Employees

374

PA Average: 34
Total Number of Accounts

10,580

PA Average: 1,972
Average Account Size

$138,293

PA Average: $1,068,125

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Thomas Frank Work History

Thomas has 31 years of experience.

2017 - Present (2 years)

Ohio National Financial Services

2010 - 2011 (1 years)

The Catholic Funeral Plan

2010 - 2017 (7 years)

Hornor Townsend & Kent Inc

2010 - 2017 (7 years)

Penn Mutual Life Insurance Co

2009 - 2010 (1 years)

Raymond James Financial Services Advisors, Inc

2005 - Present (14 years)

Property And Casualty Insurance Agency

2005 - Present (14 years)

Verrico Agency

1987 - 2010 (23 years)

Raymond James Financial Services, Inc

Disclosures

Thomas Frank has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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