Overview
Assets Under Management: $461 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 73
Average Client Assets: $1.0 million
Frequently Asked Questions
THOMAS WHITE INTERNATIONAL LTD 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 #106165), THOMAS WHITE INTERNATIONAL LTD is subject to fiduciary duty under federal law.
THOMAS WHITE INTERNATIONAL LTD is headquartered in CHICAGO, IL.
THOMAS WHITE INTERNATIONAL LTD serves 73 high-net-worth clients according to their SEC filing dated March 30, 2023. View client details ↓
According to their SEC Form ADV, THOMAS WHITE INTERNATIONAL LTD offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
THOMAS WHITE INTERNATIONAL LTD manages $461 million in client assets according to their SEC filing dated March 30, 2023.
According to their SEC Form ADV, THOMAS WHITE INTERNATIONAL LTD serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 15.69%
Average Client Assets: $1.0 million
Total Client Accounts: 851
Discretionary Accounts: 851
Regulatory Filings
CRD Number: 106165
Filing ID: 1735761
Last Filing Date: 2023-03-30 14:44:00