CRD: 306408
Thompson & Thompson Investment Advisors, Inc.
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- Custodian
- Charles Schwab & Company ยท Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-03-2020
- Office Locations
- 1
Office Locations
About Thompson & Thompson Investment Advisors, Inc.
Thompson & Thompson Investment Advisors is a Pasadena, CA fee-only RIA providing fiduciary portfolio management and personalized retirement income planning for both retirees and retirement savers. Portfolios blend active and passive strategies with a cost-conscious, principles-based approach, leaning heavily on ETFs alongside fixed income. Custodied with Charles Schwab (also TIAA).
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Owner & Executives
DAVIS D. THOMPSON
Chief Executive Officer, Financial Advisor, General Partner, President
- CRD
- #716517
- Ownership
- 75% or more
DAVIS R THOMPSON
Chief Compliance Officer, Chief Financial Officer, Financial Advisor, General Partner, Secretary
- CRD
- #7199870
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $27,632,184 | -- |
| Non-Discretionary | $0 | -- |
| Total | $27,632,184 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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