$83.7M Total AUM
$21.4M Disc. AUM
-- 3Y CAGR
1 Employees
66 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Inspira Financial Trust · LLC · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-13-2009
- Office Locations
- 1
Office Locations
-- Baton Rouge LA
About Thompson Creek Wealth Advisors
Thompson Creek Wealth Advisors is a Baton Rouge-based RIA. The firm has been operating for 16 years. Managing $83.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Inspira Financial Trust.
Team overview
58 AVG AGE
$83.7M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
8.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
L
LAWRENCE C. PADDOCK JR
Chief Executive Officer
- CRD
- #4361371
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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M
Michael Julius Steinocher
--
- CRD
- #8232187
Available
Available
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CHRISTOPHER JOSEPH TAYEH
Partner
- CRD
- #6428526
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,396,797 | -- |
| Non-Discretionary | $62,299,308 | -- |
| Total | $83,696,105 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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