Magee Thomson Investment Partners, LLC

Magee Thomson Investment Partners, LLC (CRD# 120240) is a financial advisory firm headquartered in San Diego, CA. They manage $374,953,002 in 7 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    375
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $53,564,715
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, IL, NJ, TX

Financial Advisors at Magee Thomson Investment Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David C. Magee
CRD#: 1259742
12531 High Bluff Drive, Suite 120, San Diego, CA 92130
93
Wealthminder
score

David Magee (CRD# 1259742) is an Investment Advisor Representative working at Magee Thomson Investment Partners, LLC in San Diego, CA and has over 25 years of experience in the finance industry.

2
Kelly A. Thomson
CRD#: 1660403
12531 High Bluff Dr., Suite 120, San Diego, CA 92130
93
Wealthminder
score

Kelly Thomson (CRD# 1660403) is an Investment Advisor Representative working at Magee Thomson Investment Partners, LLC in San Diego, CA and has over 18 years of experience in the finance industry.

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