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Paul David Thompson

LL FUNDS, LLC·PHILADELPHIA, Pennsylvania
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2929 ARCH STREET, PHILADELPHIA, PA 19104-7341CRD# 2707411Firm CRD# 161552
01

About

Paul David Thompson is a registered financial advisor based in PHILADELPHIA, Pennsylvania, affiliated with LL FUNDS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
LL FUNDS, LLC
LL FUNDS
AUM
$2.4B
Regulatory assets under management
Employees
27
Total firm employees
View all advisors at LL FUNDS, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2707411
Firm CRD# 161552
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul David Thompson offer?
Paul David Thompson specializes in Retirement Planning, Wealth Management. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.
What are Paul David Thompson's credentials?
Paul David Thompson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul David Thompson located?
Paul David Thompson is based in PHILADELPHIA, Pennsylvania, working with LL FUNDS, LLC. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.
How does Paul David Thompson charge for services?
Paul David Thompson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LL FUNDS, LLC?
LL FUNDS, LLC has approximately 27 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PHILADELPHIA
Francis Alexander Scott — GROSVENOR FUND MANAGEMENT INC.David Baker Rubenstein — RUBENSTEIN PARTNERS, L.P.Grant Rawdin — WESCOTT FINANCIAL ADVISORY GROUP LLCLydia Carreiro Sheckels — WESCOTT FINANCIAL ADVISORY GROUP LLCKimberley Ann Hocker — PENN CAPITAL MANAGEMENT COMPANY, INC.
Nearby cities in Pennsylvania
PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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