Thornburg Investment Management Inc.

Thornburg Investment Management Inc. (CRD# 106357) is a financial advisory firm headquartered in Santa Fe, NM. They manage $54,857,997,783 in 5,091 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    54,858
    MILLION
  • Total Number of Accounts
    5,091
    ACCOUNTS
  • Average Account Value
    $10,775,486
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
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.

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, VI, VT, WA, WI, WV

Financial Advisors at Thornburg Investment Management Inc.
Showing 1 - 10 of 71 top financial advisors.
1
Connor R. Browne
CRD#: 4441922
2300 North Ridgetop Road, Santa Fe, NM 87506
96
Wealthminder
score

Connor Browne (CRD# 4441922) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Santa Fe, NM and has over 16 years of experience in the finance industry.

2
Timothy J. Cunningham
CRD#: 2927272
2300 North Ridgetop Road, Santa Fe, NM 87506
96
Wealthminder
score

Timothy Cunningham (CRD# 2927272) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Santa Fe, NM and has over 19 years of experience in the finance industry.

3
Jan B. Holman
CRD#: 840648
2300 North Ridgetop Road, Santa Fe, NM 87506
96
Wealthminder
score

Jan Holman (CRD# 840648) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Santa Fe, NM and has over 35 years of experience in the finance industry. Jan Holman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Robert M. Macdonald
CRD#: 5387458
2300 North Ridgetop Road, Santa Fe, NM 87506
96
Wealthminder
score

Robert Macdonald (CRD# 5387458) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Santa Fe, NM and has over 10 years of experience in the finance industry.

5
Robert C. McInerney
CRD#: 1623413
Randolph, NJ
96
Wealthminder
score

Robert McInerney (CRD# 1623413) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Randolph, NJ and has over 11 years of experience in the finance industry. Robert McInerney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
April L. Adams
CRD#: 2603603
2300 North Ridgetop Road, Santa Fe, NM 87506
93
Wealthminder
score

April Adams (CRD# 2603603) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Santa Fe, NM and has over 22 years of experience in the finance industry.

7
Roy C. Bentzen
CRD#: 4767429
Woodland Park, NJ
93
Wealthminder
score

Roy Bentzen (CRD# 4767429) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Woodland Park, NJ and has over 13 years of experience in the finance industry.

8
Clayton T. Camper
CRD#: 5654586
2300 North Ridgetop Road, Santa Fe, NM 87506
93
Wealthminder
score

Clayton Camper (CRD# 5654586) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Santa Fe, NM and has over 8 years of experience in the finance industry.

9
William R. Chisholm
CRD#: 4212583
Coopersburg, PA
93
Wealthminder
score

William Chisholm (CRD# 4212583) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Coopersburg, PA and has over 17 years of experience in the finance industry.

10
Kay M. Condiss
CRD#: 1264832
2300 North Ridgetop Road, Santa Fe, NM 87506
93
Wealthminder
score

Kay Condiss (CRD# 1264832) is an Investment Advisor Representative working at Thornburg Investment Management Inc. in Santa Fe, NM and has over 33 years of experience in the finance industry.

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