THORNBURG INVESTMENT MANAGEMENT INC

2300 North Ridgetop Road
Santa Fe, New Mexico 87506
Tel: 505-467-7283

About THORNBURG INVESTMENT MANAGEMENT INC

THORNBURG INVESTMENT MANAGEMENT INC, formally registered with the SEC as THORNBURG INVESTMENT MANAGEMENT INC. The firm was established in 10/15/1982. They have over 1 offices throughout the country.

THORNBURG INVESTMENT MANAGEMENT INC is a Santa Fe, New Mexico based Financial Planning firm with nearly $41,832,394,631 assets under management, offering retirement planning & investment advisory services to 750 clients. The firm is staffed with 202 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106357
SEC#	801-17853
Assets Managed by Firm	$41,832,394,631
No. of Clients	750
No. of Advisors	202

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	750	$41,832,394,631
Individuals (other than high net worth individuals)	391	$192,430,116
High net worth individuals	233	$1,795,436,721
Pension and profit sharing plans	2	$974,736
Charitable organizations	6	$10,261,735
Other investment advisers	10	$55,797,592
Corporations or other businesses	37	$310,372,699

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