Thompson Siegel & Walmsley LLC

Thompson Siegel & Walmsley LLC (CRD# 105726) is a financial advisory firm headquartered in Richmond, VA. They manage $19,056,700,000 in 4,950 accounts and serve the financial needs of clients across 52 states (or territories).

Current Firm Details
6641 West Broad Street, Suite 600, Richmond, VA 23230
https://www.tswinvest.com (primary firm website)
By the Numbers
  • Total Assets Under Management
    19,057
    MILLION
  • Total Number of Accounts
    4,950
    ACCOUNTS
  • Average Account Value
    $3,849,838
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 investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at Thompson Siegel & Walmsley LLC
No Advisor Found.
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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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