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How does the advisor help clients – Key Takeaways:

At THOMA BRAVO, the team of financial experts work tirelessly to provide clients with personalized and comprehensive financial solutions. Their extensive knowledge and experience in the industry allows them to guide clients towards their financial goals, while keeping their best interests in mind. Here are some key takeaways on how the advisor helps their clients:

  • Offers personalized and comprehensive financial solutions
  • Empowers clients to make informed financial decisions
  • Works in the best interest of their clients
  • Extensive knowledge and experience in the industry

Facts and Insights

THOMA BRAVO is a leading financial advisory firm that has been serving clients for over 20 years. With a team of highly skilled and knowledgeable advisors, they have helped countless individuals and businesses achieve financial success. Here are some facts and insights about THOMA BRAVO:

  • Founded in 1998
  • Over $50 billion in assets under management
  • Over 150 dedicated financial advisors
  • Extensive experience in diverse financial sectors

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management $50 billion+
Number of Advisors 150+
Time in Business Over 20 years

Financial Services Offered

THOMA BRAVO offers a wide range of financial services to cater to the diverse needs of their clients. These services include:

  • Investment management
  • Retirement planning
  • Estate planning
  • Tax planning
  • Insurance planning

Client Types

THOMA BRAVO works with a diverse range of clients, including individuals, families, entrepreneurs, and businesses. They understand that each client has unique financial goals and needs, and they tailor their services accordingly. Some of the client types they work with include:

  • High-net-worth individuals
  • Business owners
  • Retirees
  • Corporate executives
  • Non-profit organizations

Fees & Compensation

The fees and compensation structure at THOMA BRAVO is transparent and based on a percentage of assets under management. This means that their success is tied to the success of their clients, as they only earn when their clients’ assets grow. This ensures that their interests are aligned with those of their clients, promoting a long-term partnership and trust.


THOMA BRAVO was founded in 1998 by a team of experienced financial advisors with a shared vision of providing top-notch financial services to their clients. Over the years, the firm has grown significantly, both in terms of assets under management and number of advisors. Today, they are recognized as one of the leading financial advisory firms in the industry, known for their expertise, integrity, and personalized approach.

Financial Advisor Disclosures to Know

As a registered investment advisor, THOMA BRAVO is required to disclose any potential conflicts of interest or disciplinary actions that may affect their ability to provide unbiased financial advice. Clients can find these disclosures in their Form ADV, which can be requested from the firm or found on the Securities and Exchange Commission (SEC) website.

Company Information

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