Peter C. Thoms, CFA, the founder of Coronado’s Orion Capital Management LLC, was recently recognized in San Diego Magazine as a FIVE STAR Wealth Manager for 2011. This is Mr. Thoms’s second consecutive year for receiving this award.
San Diego Magazine contracted with Crescendo Business Services to administer a rigorous research process to identify wealth managers who are exceptional in both their ability and commitment to overall satisfaction. Approximately one in four high-net-worth households and all FINRA license holders were asked to evaluate wealth managers in the San Diego community. Fewer than 7% of the wealth managers in the San Diego area were selected as FIVE STAR Wealth Managers.
About Orion Capital Management LLC:
Founded in 2002 on Coronado, Orion Capital Management LLC is an independent Registered Investment Advisor providing investment management services to individuals, families, trusts, corporate pension and profit sharing plans, defined benefit plans and non-profit organizations. Orion Capital Management LLC is an independent fiduciary.
Contact:
Orion Capital Management LLC
1330 Orange Ave.
Suite 302
Coronado, CA 92118
Tel: 619.435.1701
Email: [email protected]
Website: www.orioncapitalmgmt.com
