THRIVE CAPITAL MANAGEMENT, LLC

500 W Office Center Drive
Suite 300
Fort Washington, Pennsylvania 19034
Tel: 800-516-5861

About THRIVE CAPITAL MANAGEMENT, LLC

THRIVE CAPITAL MANAGEMENT, LLC, formally registered with the SEC as THRIVE CAPITAL MANAGEMENT, LLC. The firm was established in 12/07/2020. They have over 4 offices throughout the country.

THRIVE CAPITAL MANAGEMENT, LLC is a Fort Washington, Pennsylvania based Financial Planning firm with nearly $392,766,587 assets under management, offering retirement planning & investment advisory services to 1829 clients. The firm is staffed with 29 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	281347
SEC#	801-119936
Assets Managed by Firm	$392,766,587
No. of Clients	1829
No. of Advisors	29

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1829	$392,766,587
Individuals (other than high net worth individuals)	868	$217,595,008
High net worth individuals	87	$175,171,579

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