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Thomas James Houle

Homrich Berg

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About Thomas James Houle

Thomas James Houle is a financial advisor at Homrich Berg. He is a Registered Investment Advisor. Thomas has been in the industry since 1990 and specializes in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles as well as investment company portfolio management and selection of other advisors.

Firm Information

Thomas Houle is currently registered with Homrich Berg. Homrich Berg is a family office and wealth management firm headquartered in Atlanta, GA. They provide a comprehensive suite of financial services including financial planning, portfolio management, and bill pay services. With over 15 billion dollars in regulatory assets under management, they serve a variety of clients including individuals, families, businesses, institutions, and charitable organizations.
Homrich Berg

3550 LENOX RD

ATLANTA, GA 30326

$15.20B

Assets Under Management

Not reported

Total Clients

68

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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bill pay services

Bill pay services

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Thomas Houle’s Registration & Firm History

GA

11/08/2021 - Present

Homrich Berg (ATLANTA GA)

GA

09/10/1990 - 05/09/2006

GOLDMAN, SACHS & CO. (ATLANTA GA)

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Licenses & Designations

IA

Issued 07/12/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/18/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/02/1997

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 11/02/1990

Series 3 - National Commodity Futures Examination

BC

Issued 09/06/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Thomas James Houle.
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