Thureos Asset Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$9,000,000
Clients
7
Advisors
1
of 1 employees
About
Thureos Asset Management LLC provides discretionary asset management and financial planning to individuals, high‑net‑worth clients and corporations, delivering ongoing portfolio management based on documented objectives, time horizons and risk tolerances. The firm reports approximately $28 million in assets under management and uses client profile forms to guide portfolio decisions within its discretionary mandate.
TAM’s investment process combines fundamental, technical and charting analysis and may include long‑ and short‑term positions, trading, options and other derivative strategies; accounts are reviewed at least quarterly. Financial planning covers cash flow, retirement, tax and estate matters and is typically completed within 60 days of receiving required materials; the firm may waive planning fees if clients implement recommendations through TAM.
Compared with many independent advisers, TAM’s acceptance of corporate or business clients is atypical, and its stated account minimum of $500,000 contributes to a concentrated client base. The firm also does not vote client proxies (clients receive and vote proxies directly) and discloses it does not sponsor wrap programs, receive soft‑dollar benefits, or accept external compensation for securities sales.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.25% annually $1,000,000.01 - $3,000,000: 1.15% annually $3,000,000.01 - $5,000,000: 1.05% annually $5,000,000.01 - $10,000,000: 0.95% annually $10,000,000.01+: 0.85% annually
$200 per hour for financial planning
Account minimum: $500,000 (may be lowered or waived in certain instances)
Main office
66 W. Flagler St., 9th Fl, Suite 9078
Miami FL 33130
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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