Anil Thomas is a registered investment advisor at Stephens Investment Management Group, LLC, based in Evanston, IL, with 17 years of industry experience. Anil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 174 clients with $7.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SIMG charges a percentage of the assets they manage. The maximum fee for each strategy is:
- Small Cap Growth Strategy: 1.25%
- Mid Cap Growth Strategy: 1.00%
- SMID Core Growth Strategy: 1.00%
- SMID Select Growth Strategy: 1.10%
- Leaders and Innovators Strategy: 1.00%
- SMID Hybrid Growth Strategy: 1.25%
- Artificial Intelligence and Automation Strategy: 1.00%
Fees are negotiable and vary depending on the size of the investment and the services provided.
Location
Evanston, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Stephens Investment Management Group, LLC
Previous Registrations
Imst Distributors, LLCBroker
Kennedy Capital Management
Jackson National Life Distributors LLCBroker
Oppenheimerfunds Distributor, INC.Broker
Geneva Investment Management of Chicago, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.