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THOMPSON SIEGEL & WALMSLEY LLC

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

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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 StatusApproved
Firm CRD#105726
SEC#801-6273
Assets Managed by Firm$20,812,400,000
No. of Clients4775
No. of Advisors68

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 ClientsAUM
Firm Total4775$20,812,400,000
Individuals (other than high net worth individuals)158$459,800,000
High net worth individuals56$645,100,000
Pension and profit sharing plans16$1,461,800,000
Charitable organizations24$178,900,000
Corporations or other businessesFewer than 5 clients$2,300,000

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