$54.7M Total AUM
$53.5M Disc. AUM
-- 3Y CAGR
3 Employees
42 ADV. Clients
16 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-02-2009
- Office Locations
- 1
Office Locations
222 Northfield Road Suite 200 Northfield IL
About Twombly Asset Management LLC
Twombly Asset Management LLC is a Northfield-based RIA. The firm has been operating for 16 years. Managing $54.7M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$27.3M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
9 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
16yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
MARGARET MARY TWOMBLY
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #1172341
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
B
Benjamin Allen Williams
--
- CRD
- #8100996
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,512,921 | $276,034 |
| Non-Discretionary | $1,158,855 | -- |
| Total | $54,671,776 | $276,034 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing