Overview
Assets Under Management: $265 million
Headquarters: CONCORD, MA
High-Net-Worth Clients: 82
Average Client Assets: $2.8 million
Frequently Asked Questions
THOMPSON WEALTH MANAGEMENT, LTD. 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 #108313), THOMPSON WEALTH MANAGEMENT, LTD. is subject to fiduciary duty under federal law.
THOMPSON WEALTH MANAGEMENT, LTD. is headquartered in CONCORD, MA.
THOMPSON WEALTH MANAGEMENT, LTD. serves 82 high-net-worth clients according to their SEC filing dated October 29, 2018. View client details ↓
According to their SEC Form ADV, THOMPSON WEALTH MANAGEMENT, LTD. offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. View all service details ↓
THOMPSON WEALTH MANAGEMENT, LTD. manages $265 million in client assets according to their SEC filing dated October 29, 2018.
According to their SEC Form ADV, THOMPSON WEALTH MANAGEMENT, LTD. serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.22%
Average Client Assets: $2.8 million
Total Client Accounts: 507
Discretionary Accounts: 504
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 108313
Filing ID: 1248571
Last Filing Date: 2018-10-29 16:19:00