R
$75.6M Total AUM
$75.6M Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
22 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2004
- Office Locations
- 1
Office Locations
807 E. South Temple Suite 202 Salt Lake City UT
About R.d. Thompson Investments
R.d. Thompson Investments is a Salt Lake City-based RIA. The firm has been operating for 22 years. Managing $75.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$75.6M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
22.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
22yrs Firm Age
Insights
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Owner & Executives
ROBERT DOUGLAS THOMPSON
Chief Compliance Officer, Owner
- CRD
- #2044631
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,555,316 | $4,593,755 |
| Non-Discretionary | $0 | -- |
| Total | $75,555,316 | $4,593,755 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Private Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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