THOR WEALTH MANAGEMENT INC

7346 Beechmont Ave.
Cincinnati, Ohio 45230
Tel: 513-271-6777

About THOR WEALTH MANAGEMENT INC

THOR WEALTH MANAGEMENT INC, formally registered with the SEC as THOR WEALTH MANAGEMENT INC. The firm was established in 02/13/1992. They have over 2 offices throughout the country.

THOR WEALTH MANAGEMENT INC is a Cincinnati, Ohio based Financial Planning firm with nearly $557,747,690 assets under management, offering retirement planning & investment advisory services to 1610 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105902
SEC#	801-40745
Assets Managed by Firm	$557,747,690
No. of Clients	1610
No. of Advisors	13

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (TAX PLANNING, RETIREMENT PLANNING, ESTATE PLANNING, TAX RETURN PREPARATION)

Firm Client Information

	No. of Clients	AUM
Firm Total	1610	$557,747,690
Individuals (other than high net worth individuals)	306	$118,650,287
High net worth individuals	167	$414,136,185
Pension and profit sharing plans	15	$22,545,063
Charitable organizations	Fewer than 5 clients	$1,505,436
Corporations or other businesses	Fewer than 5 clients	$910,719

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