Thompson Wealth Management Ltd.
Thompson Wealth Management is a private equity company based in Concord, MA. They operate 1 private fund and have approximately $243 million in total assets under management (AUM). You can view more information on Thompson Wealth Management including private fund info, contact info, top management and executives, website, email addresses, and more below:
Contact Details for Thompson Wealth Management
Thompson Wealth Management, Ltd.
30 Monument Square
Suite 101
Concord, MA 1742
United States
Phone: (978) 287-5151
Fax: (978) 287-5125
Website: http://www.twmltd.com
Overview of Thompson Wealth Management
Org. Type: Corporation
Registration Country: United States
0
SEC#: 801-39460
Org#: 108313
Legal Issues: No legal issues reported
Company Type: Private Equity
Pooled Investments: 0 percent
Private Funds Managed(1): Twm Monument Partners Llc
Ownership/Leadership of Thompson Wealth Management
| Bruce Price Thompson | President/Chief Compliance Officer |
| Marianne Mcdonald Thompson | Director |
| Andrew Damien Richardt | Vice President Of Financial Planning |
Thompson Wealth Management Key Stats and Charts
Discretionary AUM: $241 million
Rank: 653 out of 1975 private equity companies
Total AUM: $243 million
Rank: 690 out of 1975 private equity companies
# of Accounts: 456
Rank: 51 out of 1975 private equity companies
Average Account Size: 532969.675439
Rank: 893 out of 1975 private equity companies
# of Employees: 5
Rank: 801 out of 1975 private equity companies
# of Private Funds: 1
Rank: 1437 out of 1975 private equity companies
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