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Angela Thorstenson

Naylor & Co.

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About Angela Thorstenson

Angela Thorstenson is a registered Investment Advisor Representative in California, Arizona, and Texas. Angela is an investment advisor representative with Naylor & Co., located in Orinda, California. Angela has been in the securities industry since July 2021. She is a Series 65 licensed individual. Her specialization is in pension planning, portfolio management for individuals and selection of other advisors.

Firm Information

Angela Thorstenson is currently registered with Naylor & Co.. Naylor & Co. is an investment advisor with 3 investment adviser representatives. They manage $75,541,962 in regulatory assets under management. The firm offers a variety of advisory services, including pension consulting, selection of other advisers, and portfolio management for individuals. The firm has a total of 247 client accounts, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.

$75.54M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Angela Thorstenson’s Registration & Firm History

CA

10/08/2024 - Present

Naylor & Co. (ORINDA CA)

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Licenses & Designations

IA

Issued 05/31/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Angela Thorstenson.
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