AdvisorOS Directory
Claim Profile
Unclaimed Profile
MT

Margaret Mary Twombly

TWOMBLY ASSET MANAGEMENT LLC·WILMETTE, Illinois
Clean recordTWOMBLY ASSET MANAGEMENT LLC
809 RIDGE ROAD, WILMETTE, IL 60091CRD# 1172341Firm CRD# 151610

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Margaret Mary Twombly · WILMETTE, IL
Registration
CRD #1172341 · TWOMBLY ASSET MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Margaret Mary Twombly is a registered financial advisor based in WILMETTE, Illinois, affiliated with TWOMBLY ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Margaret

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Margaret is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
TWOMBLY ASSET MANAGEMENT LLC
TWOMBLY ASSET MANAGEMENT LLC
AUM
$40M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at TWOMBLY ASSET MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1172341
Firm CRD# 151610
View on FINRA BrokerCheck →

Looking for a financial advisor in WILMETTE?

Browse all registered financial advisors in WILMETTE, Illinois or claim this profile if it's yours.

Browse WILMETTE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Margaret Mary Twombly offer?
Margaret Mary Twombly specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WILMETTE, Illinois for a consultation.
What are Margaret Mary Twombly's credentials?
Margaret Mary Twombly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Margaret Mary Twombly located?
Margaret Mary Twombly is based in WILMETTE, Illinois, working with TWOMBLY ASSET MANAGEMENT LLC. Their office serves clients in the WILMETTE metropolitan area and surrounding communities.
How does Margaret Mary Twombly charge for services?
Margaret Mary Twombly's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TWOMBLY ASSET MANAGEMENT LLC?
TWOMBLY ASSET MANAGEMENT LLC has approximately 1 employees and manages $40M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in WILMETTE, Illinois

David H Williams
WILLIAMS CAPITAL MANAGEMENT COMPANY·WILMETTE, IL
Peter Michael Maris
RESOURCE FINANCIAL GROUP, LTD.·WILMETTE, IL
Brian Anthony Pugal
RESOURCE FINANCIAL GROUP, LTD.·WILMETTE, IL
Evan Norton
SPRIG EQUITY MANAGEMENT, LLC·WILMETTE, IL
Jessica Helen Logan
FORESTLINE LLC·WILMETTE, IL
Matthew A Logan
FORESTLINE LLC·WILMETTE, IL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)ROCKFORD (70)WHEATON (68)SPRINGFIELD (68)OAKBROOK TERRACE (66)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Request removal of this profile