ThomasPartners Investment Management
Investment Management • 
Boston, Massachusetts, United States • 1-10 Employees
Company overview
| Headquarters | One International Place, 34th Floor, Boston, MA, Massachusetts 02110, US |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Employees | 1-10 |
| Socials |
Key Contacts at ThomasPartners Investment Management
Michael Morin
Director, Client Portfolio Manager
Gretchen Novak
Director Equity Research
ThomasPartners Investment Management Email Formats
ThomasPartners Investment Management uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@thomaspartnersinc.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@thomaspartnersinc.com | 66.7% |
{first initial}.{last name} | j.doe@thomaspartnersinc.com | 33.3% |
About ThomasPartners Investment Management
ThomasPartners' philosophy was founded in 2001 at a time where there appeared to be a clear need for investment solutions that seek to generate not only regular income but also income that keeps pace with inflation. Today, over 15 years later, our focus remains the same by helping you achieve and maintain the retirement you want through income-oriented strategies that meet your needs today and in the future. ThomasPartners Investment Management (“ThomasPartners”), is a division of Charles Schwab Investment Advisory, Inc. (“CSIA”). CSIA is a registered investment adviser and an affiliate of Charles Schwab & Co., Inc. (“Schwab”). CSIA and Schwab are subsidiaries of The Charles Schwab Corporation. (0418-83GK)
ThomasPartners Investment Management revenue & valuation
| Annual revenue | $3,500,000 |
| Revenue per employee | $584,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $11,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
ThomasPartners Investment Management has 3 employees across 1 departments.
Departments
Number of employees
Funding Data
ThomasPartners Investment Management has never raised funding before.
ThomasPartners Investment Management Tech Stack
Discover the technologies and tools that power ThomasPartners Investment Management's digital infrastructure, from frameworks to analytics platforms.
RUM
RUM
Miscellaneous
JavaScript graphics
CMS
Security
JavaScript libraries
CDN
Miscellaneous
Security
Advertising
Programming languages
Germany
Italy
United Kingdom
Frequently asked questions
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