Thomas Conrad Woolwine

Demarche

30 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Demarche

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

16 clients

Average Client Portfolio

$11.6M average

Assets Under Management

$185.3M

Fee Structure

Financial Planning:Investment management only

Minimum Annual Fee:$50,000

Location

6700 Antioch Road, Suite 420, Merriam, KS, 66204

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Demarche

December 2018 - Present · 7 yrs 2 mos

Demarche

March 1995 - Present · 30 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.