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Thorson Financial Group Inc (Naples)


Thorson Financial Group Inc is an adviser based in Naples. It manages $15.26 million of regulatory assets for 104 client accounts. It has been registered with the SEC as an adviser since 2001.

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Thorson Financial Group provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Thorson Financial Group: assets under management

The assets under management (AUM) of Thorson Financial Group Inc is $15.26 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -49% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $15.26 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $146.75 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Thorson Financial Group Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Naples

The principal office where Thorson Financial Group Inc performs its advisory services is located at 2025 Tarpon Road, Suite 100, Naples, FL 34102 The mailing address of the firm is Po Box 7796, Naples, FL 34101 7796. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 239-774-7232 or by fax 425-771-6526. The normal business hours are 9am to 4:30pm on Monday - Friday. You can find more information about the New York firm at www.emeraldcapital.net.


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