THOMPSON DAVIS ASSET MANAGEMENT

9030 Stony Point Pkwy, Ste 100
Richmond, Virginia 23235
Tel: 804-644-6380

About THOMPSON DAVIS ASSET MANAGEMENT

THOMPSON DAVIS ASSET MANAGEMENT, formally registered with the SEC as THOMPSON DAVIS ASSET MANAGEMENT. The firm was established in 03/05/2021. They have over 1 offices throughout the country.

THOMPSON DAVIS ASSET MANAGEMENT is a Richmond, Virginia based Financial Planning firm with nearly $159,456,586 assets under management, offering retirement planning & investment advisory services to 289 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	41353
SEC#	801-120472
Assets Managed by Firm	$159,456,586
No. of Clients	289
No. of Advisors	10

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	289	$159,456,586
Individuals (other than high net worth individuals)	86	$45,329,399
High net worth individuals	200	$105,768,598
Corporations or other businesses	2	$2,570,264

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