THOMPSON SIEGEL & WALMSLEY LLC

6641 West Broad Street
Suite 600
Richmond, Virginia 23230
Tel: 804-353-4500

About THOMPSON SIEGEL & WALMSLEY LLC

THOMPSON SIEGEL & WALMSLEY LLC, formally registered with the SEC as THOMPSON SIEGEL & WALMSLEY LLC. The firm was established in 01/17/1970. They have over 1 offices throughout the country.

THOMPSON SIEGEL & WALMSLEY LLC is a Richmond, Virginia based Financial Planning firm with nearly $20,812,400,000 assets under management, offering retirement planning & investment advisory services to 4775 clients. The firm is staffed with 68 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105726
SEC#	801-6273
Assets Managed by Firm	$20,812,400,000
No. of Clients	4775
No. of Advisors	68

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
Selection for other advisors
Other (UNIFIED MANAGED ACCOUNTS)

Firm Client Information

	No. of Clients	AUM
Firm Total	4775	$20,812,400,000
Individuals (other than high net worth individuals)	158	$459,800,000
High net worth individuals	56	$645,100,000
Pension and profit sharing plans	16	$1,461,800,000
Charitable organizations	24	$178,900,000
Corporations or other businesses	Fewer than 5 clients	$2,300,000

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