Twombly Asset Management LLC

Twombly Asset Management LLC (CRD# 151610) is a financial advisory firm headquartered in Wilmette, IL. They manage $41,728,934 in 107 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    107
    ACCOUNTS
  • Average Account Value
    $389,990
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

IL, UT

Financial Advisors at Twombly Asset Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
John E. Harris
CRD#: 1741222
825 Green Bay Road, Suite 210, Wilmette, IL 60091
93
Wealthminder
score

John Harris (CRD# 1741222) is an Investment Advisor Representative working at Twombly Asset Management LLC in Wilmette, IL and has over 28 years of experience in the finance industry.

2
Margaret M. Twombly
CRD#: 1172341
825 Green Bay Road, Suite 210, Wilmette, IL 60091
46
Wealthminder
score

Margaret Twombly (CRD# 1172341) is an Investment Advisor Representative working at Twombly Asset Management LLC in Wilmette, IL and has over 33 years of experience in the finance industry.

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