Claim Profile
BM

Brian Thomas Mclaughlin

TOWNSQUARE CAPITAL, LLC·PROVO, Utah
Unclaimed Profile
5314 RIVER RUN DRIVE, PROVO, UT 84604CRD# 4915654Firm CRD# 288576
01

About

Brian Thomas Mclaughlin is a registered financial advisor based in PROVO, Utah, affiliated with TOWNSQUARE CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
TOWNSQUARE CAPITAL, LLC
TOWNSQUARE CAPITAL, LLC
AUM
$8.8B
Regulatory assets under management
Employees
17
Total firm employees
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4915654
Firm CRD# 288576
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PROVO?

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

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Brian Thomas Mclaughlin offer?
Brian Thomas Mclaughlin specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PROVO, Utah for a consultation.
What are Brian Thomas Mclaughlin's credentials?
Brian Thomas Mclaughlin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Thomas Mclaughlin located?
Brian Thomas Mclaughlin is based in PROVO, Utah, working with TOWNSQUARE CAPITAL, LLC. Their office serves clients in the PROVO metropolitan area and surrounding communities.
How does Brian Thomas Mclaughlin charge for services?
Brian Thomas Mclaughlin's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TOWNSQUARE CAPITAL, LLC?
TOWNSQUARE CAPITAL, LLC has approximately 17 employees and manages $8.8B 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 →
Browse by specialty