Overview
Assets Under Management: $265 million
Headquarters: CHEVY CHASE, MD
High-Net-Worth Clients: 29
Average Client Assets: $9.0 million
Frequently Asked Questions
THINAGEE INVESTMENTS INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #165054), THINAGEE INVESTMENTS INC. is subject to fiduciary duty under federal law.
THINAGEE INVESTMENTS INC. is headquartered in CHEVY CHASE, MD.
THINAGEE INVESTMENTS INC. serves 29 high-net-worth clients according to their SEC filing dated March 17, 2026. View client details ↓
According to their SEC Form ADV, THINAGEE INVESTMENTS INC. offers financial planning and portfolio management for individuals. View all service details ↓
THINAGEE INVESTMENTS INC. manages $265 million in client assets according to their SEC filing dated March 17, 2026.
According to their SEC Form ADV, THINAGEE INVESTMENTS INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 29
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.15%
Average Client Assets: $9.0 million
Total Client Accounts: 188
Discretionary Accounts: 186
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 165054
Filing ID: 2070067
Last Filing Date: 2026-03-17 18:53:24