AJ Thielen
Irvine, United States (US) · Finance and Banking
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Thielen Capital is a California-based Registered Investment Advisory firm dedicated to providing personalized financial guidance to high-net-worth individuals.We prioritize a fiduciary standard, placing our clients’ interests above all else – a commitment that sets us apart from many other investment advisors.At Thielen Capital, we combine rigorous empirical research with a deep understanding of market dynamics, utilizing tools like Morningstar and Ycharts to build tailored investment portfolios and deliver transparent performance reporting.
Overview
We prioritize a fiduciary standard, placing our clients’ interests above all else – a commitment that sets us apart from many other investment advisors.
At Thielen Capital, we combine rigorous empirical research with a deep understanding of market dynamics, utilizing tools like Morningstar and Ycharts to build tailored investment portfolios and deliver transparent performance reporting. Our team, led by Arthur J. Thielen, leverages decades of experience and a strong family legacy of entrepreneurial spirit, drawing on roots in Los Angeles and Chicago to provide a unique perspective on wealth management.
We currently manage assets for approximately 70 clients, with a focus on those seeking substantial investment opportunities.
Contact Details
Irvine, United States (US)
Employees
2-10
Categories
Services
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