Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > wisconsin > madison > THOMPSON INVESTMENT MANAGEMENT, INC.
THOMPSON INVESTMENT MANAGEMENT, INC.
1255 Fourier Drive
Suite 200
Madison, Wisconsin 53717
Tel: 608-827-5700
About THOMPSON INVESTMENT MANAGEMENT, INC.
THOMPSON INVESTMENT MANAGEMENT, INC, formally registered with the SEC as THOMPSON INVESTMENT MANAGEMENT, INC. The firm was established in 12/05/2003. They have over 1 offices throughout the country.
THOMPSON INVESTMENT MANAGEMENT, INC. is a Madison, Wisconsin based Financial Planning firm with nearly $2,135,401,000 assets under management, offering retirement planning & investment advisory services to 800 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 129609 |
| SEC# | 801-62562 |
| Assets Managed by Firm | $2,135,401,000 |
| No. of Clients | 800 |
| No. of Advisors | 18 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 800 | $2,135,401,000 |
| Individuals (other than high net worth individuals) | 264 | $72,838,000 |
| High net worth individuals | 132 | $498,627,000 |
| Pension and profit sharing plans | 30 | $69,233,000 |
| Charitable organizations | 8 | $46,032,000 |
| Corporations or other businesses | Fewer than 5 clients | $7,000 |
More Retirement Planning firms in Madison, Wisconsin:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $287,514,955,453 | 331500 | 4069 | |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797 | $281,345,911,200 | 25 | 260 |
| $151,331,807,781 | 259 | 503 | |
| $35,460,961,000 | 350 | 64 | |
| $28,558,864,166 | 31 | 14 |
Explore More Retirement Advisors in Madison, Wisconsin