Overview
Assets Under Management: $2.1 billion
Headquarters: MADISON, WI
High-Net-Worth Clients: 142
Average Client Assets: $4 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 142
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 22.05
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 800
Discretionary Accounts: 800
Regulatory Filings
CRD Number: 129609
Last Filing Date: 2024-03-20 00:00:00
Website: https://thompsonim.com