Overview
Assets Under Management: $2.1 billion
Headquarters: MADISON, WI
High-Net-Worth Clients: 142
Average Client Assets: $4 million
Frequently Asked Questions
THOMPSON INVESTMENT MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #129609), THOMPSON INVESTMENT MANAGEMENT, INC. is subject to fiduciary duty under federal law.
THOMPSON INVESTMENT MANAGEMENT, INC. is headquartered in MADISON, WI.
THOMPSON INVESTMENT MANAGEMENT, INC. serves 142 high-net-worth clients according to their SEC filing dated March 20, 2024. View client details ↓
According to their SEC Form ADV, THOMPSON INVESTMENT MANAGEMENT, INC. offers portfolio management for individuals, portfolio management for businesses, portfolio management for institutional clients, and pension consulting services. View all service details ↓
THOMPSON INVESTMENT MANAGEMENT, INC. manages $2.1 billion in client assets according to their SEC filing dated March 20, 2024.
According to their SEC Form ADV, THOMPSON INVESTMENT MANAGEMENT, INC. serves high-net-worth individuals, businesses, institutional clients, and pension and profit-sharing plans. View client details ↓
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