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)
View Top Employees from ThomasPartners Investment ManagementWebsite | http://www.thomaspartnersim.com/ |
Revenue | $4 million |
Employees | 14 (14 on RocketReach) |
Founded | 2009 |
Address | 1 International Pl Fl 34, Boston, Massachusetts 02110, US |
Phone | (781) 431-1430 |
Technologies |
JavaScript,
HTML,
Bootstrap
+1 more
(view full list)
|
Industry | Investment Management, Finance General, Financial Services, Finance |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
Looking for a particular ThomasPartners Investment Management employee's phone or email?
The ThomasPartners Investment Management annual revenue was $4 million in 2024.
Dierk Thomas is the Partner of ThomasPartners Investment Management.
14 people are employed at ThomasPartners Investment Management.
ThomasPartners Investment Management is based in Boston, Massachusetts.
The NAICS codes for ThomasPartners Investment Management are [52393, 523, 52, 5239].
The SIC codes for ThomasPartners Investment Management are [628, 62].