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- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- RadialMatrix momentum
- Established Date
- 03-10-2000
- Office Locations
- 1
Office Locations
About JW Thompson Investments LLC
J.W. Thompson Investments (JWTI) is a state-registered RIA providing private wealth management and retirement plan consulting for corporate and Taft-Hartley plans. The firm delivers investment education and advice to plan participants, consulting and fiduciary fee-benchmarking support to plan sponsors, and applies a tactical asset-allocation approach implemented largely with ETFs and mutual funds (via LPL Financial). Its proprietary Retire Rite program provides ongoing participant education and guidance.
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Owner & Executives
JOHN WILLIAM THOMPSON III
Financial Representative, Managing Member
- CRD
- #1465941
- Ownership
- 75% or more
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JOHN WILLIAM THOMPSON IV
--
- CRD
- #4579459
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,413,250 | -- |
| Non-Discretionary | $6,991,940 | -- |
| Total | $30,405,190 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,405,190
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $919,358,849 | 11.8% |
| Public Funds | $4,643,541,307 | 59.6% |
| Cash | $2,228,276,533 | 28.6% |
| Total | $7,791,176,689 | 100.0% |