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THOMASPARTNERS, INC.
THOMASPARTNERS, INC.
BOSTON, Massachusetts
·
5 registered advisors
·
CRD# 104966
SEC# 801-22189
7
781-431-1430
01
Firm Overview
AUM
$14.6B
Regulatory assets under management
Employees
33
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Investment Management
Fee-Only Advisory
04
Advisors at THOMASPARTNERS, INC.
5 registered advisors
Brian Murstein
WELLESLEY, Massachusetts
CRD# 3101594
Gerald Robert Mueller
WELLESLEY, Massachusetts
CRD# 2469252
Gregory Nelson Thomas
BOSTON, Massachusetts
CRD# 445150
Marc William Mcdonough
WELLESLEY, Massachusetts
CRD# 2319101
Thomas Henry Dorsky
BOSTON, Massachusetts
CRD# 2448232
05
Office Locations
WELLESLEY, Massachusetts
3 advisors
BOSTON, Massachusetts
2 advisors
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Data sourced from SEC Form ADV filings. THOMASPARTNERS, INC. (CRD# 104966) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.