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Building 2THOMPSON WEALTH MANAGEMENT, LTD.

Map pinCONCORD, MA
Phone(978) 287-5151
NotebookSEC #801-39460
Total AUM
$310M
Employees
6
Clients
117

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30 MONUMENT SQUARE
SUITE 101
CONCORD
MA 01742
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
(978) 287-5151

ReceiptFinancials

Total AUM
$310M
Accounts
525
Discretionary
$308.4M
Accounts
521
Non-Discretionary
$1.6M
Accounts
4

ContactClients

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Individual Clients
17
AUM
$5.8M
HNW Individual Clients
93
AUM
$274.2M
Pension/Profit Sharing Plan Clients
6
AUM
$28.5M
Corporation or Business Clients
1
AUM
$1.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
A PERCENTAGE OF CLIENT'S NET WORTH.

Shield checkCompliance

Disclosures

None reported

State Registrations
CTMANH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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