Threadneedle Investments

Threadneedle Investments (CRD# 131168) is a financial advisory firm headquartered in London, . They manage $3,284,810,747 in 22 accounts and serve the financial needs of clients across 49 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,285
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $149,309,579
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription 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 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, RI, SC, SD, TN, UT, VA, VT, WA, WI, WV

Financial Advisors at Threadneedle Investments
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.