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- Custodian
- JP Morgan
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-27-2011
- Office Locations
- 1
Office Locations
About Tompkins & Co.
Tompkins & Co. is a Denver-based financial firm affiliated with Tompkins Bank, offering personal and business banking alongside lending solutions such as personal loans, mortgages, and consumer/business credit cards. Its advisory business focuses on financial planning, portfolio construction, and retirement planning, with portfolios heavily ETF-based; custody is listed with J.P. Morgan. The bank also runs free community events like homebuyer seminars and fraud prevention sessions.
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Owner & Executives
JAMES BENJAMIN TOMPKINS
Chief Compliance Officer, Managing Member, Principal
- CRD
- #1374934
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,000,000 | $7,500,000 |
| Non-Discretionary | $340,000,000 | $340,000,000 |
| Total | $355,000,000 | $118,333,333 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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