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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-15-2016
- Office Locations
- 1
Office Locations
About Thompson Financial LLC
Thompson Financial LLC is an independent, unbiased advisory firm in Kenmore, WA providing tailored financial planning and investment guidance for individuals, households, and business owners. The team focuses on retirement and risk management, building stress-tested, diversified strategies with risk mitigation and adjusting plans as needs change. Their process is relationship-driven, starting with discovery and reinforced through regular quarterly reviews.
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Owner & Executives
MICHAEL DAVID THOMPSON
Financial Advisor, General Partner, Managing Member
- CRD
- #5105329
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,084,322 | -- |
| Non-Discretionary | $0 | -- |
| Total | $74,084,322 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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