Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > virginia > richmond > THOMPSON SIEGEL & WALMSLEY LLC
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 |
More Retirement Planning firms in Richmond, Virginia:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|
Explore More Retirement Advisors in Richmond, Virginia