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- Custodian
- Charles Schwab & Company · Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-02-1999
- Office Locations
- 1
Office Locations
About St. Michaels Asset Management
St. Michaels Asset Management LLC is an independent investment advisory (a division of N.E. Thompson & Co. LLC) providing portfolio management and investment solutions tailored to client circumstances. The firm follows a value-oriented approach—seeking securities at a deep discount to intrinsic value—paired with a practical socially responsible investing lens focused on environmental impact and areas like renewable energy, recycling, and medical technology. Client assets are custodied at providers such as Charles Schwab and Pershing.
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Owner & Executives
NORVAL EDWIN THOMPSON SR
President
- CRD
- #1026131
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,726,679 | -- |
| Non-Discretionary | $77,453 | -- |
| Total | $3,804,132 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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