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Sandra C. Thomas, Cpa (Medina)


Sandra C. Thomas, Cpa is a large advisory firm based in Medina. It manages $32.41 million of regulatory assets for 243 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Ohio.

Sandra C. Thomas, Cpa provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Sandra C. Thomas, Cpa: assets under management

The assets under management (AUM) of Sandra C. Thomas, Cpa is $32.41 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $32.41 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $133.37 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sandra C. Thomas, Cpa for their services and products based on a percentage of assets under management. 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.

Based in Medina

The principal office where Sandra C. Thomas, Cpa performs its advisory services is located at 801 E. Washington Street, Medina, OH 44256, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 330-725-3162 or by fax 330-723-4798. The normal business hours are 8:30am-5:00pm on Monday - Friday.


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