Sarah E. Bomhoff

THIRTYNORTH INVESTMENTS

New Orleans, LA 70163

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CRD#: 7202538

Professional summary

Sarah Elizabeth Bomhoff, who also goes by Sarah Bomhoff, is a registered financial advisor currently at THIRTYNORTH INVESTMENTS, LLC located in New Orleans, Louisiana.

Sarah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Sarah has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sarah Bomhoff

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Elizabeth Bomhoff's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 2, 2019 - Present

THIRTYNORTH INVESTMENTS, LLC

Office #1: 1460 Energy Centre 1100 Poydras Street, New Orleans, LA 70163

RIA

CRD#: 155355

New Orleans, LA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

THIRTYNORTH INVESTMENTS, LLC

CRD#: 155355 / SEC#: 801-71921

RIA

Registered Investment Advisory firm - (9/23/2010 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Louisiana
(12/2/2019)

IAR

Texas
(12/2/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

THIRTYNORTH INVESTMENTS, LLC

CRD#: 155355 / SEC#: 801-71921

RIA

Registered Investment Advisory firm - (9/23/2010 Approved)

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Contact information

Main Address

1460 Energy Centre 1100 Poydras Street, New Orleans, LA 70163

Mailing Address

Phone number

(504) 528-3685

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THIRTYNORTH INVESTMENTS, LLC ADV BROCHURE (3/10/2025)

Regulatory assets under management

Total Number of Accounts	371
AUM (Assets Under Management)	$ 343,523,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Sarah E. Bomhoff

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarah Elizabeth Bomhoff's CRS (Customer Relationship Summary).

Certified licenses

Experience

THIRTYNORTH INVESTMENTS, LLC

Primary Firm SEC Registration

THIRTYNORTH INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Current Firm

THIRTYNORTH INVESTMENTS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THIRTYNORTH INVESTMENTS, LLC

TRUST BUT VERIFY

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