Thibeault Financial Advisory Inc (Big Timber)

Thibeault Financial Advisory Inc is an adviser based in Big Timber. It manages $11 million of regulatory assets for 150 client accounts. It has been registered with the SEC as an adviser since 2001.

Thibeault Financial Advisory provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Thibeault Financial Advisory: assets under management

The assets under management (AUM) of Thibeault Financial Advisory Inc is $11 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -87% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $11 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $73.33 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Thibeault Financial Advisory Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Thibeault Financial Advisory Inc

Brete Alan Thibeault has been acting as President since 1 Oct 1992. Marie K. Thibeault joined the executive team most recently as the Secretary/Treasurer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Brete Alan Thibeault	President	1 Oct 1992	75% - 100%	1511485
Marie K. Thibeault	Secretary/treasurer	1 Oct 1992	50% - 75%	4486649

Based in Big Timber

The principal office where Thibeault Financial Advisory Inc performs its advisory services is located at 1364 Lower Sweet Grass Road, Big Timber, MT 59011, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.