Twombly Asset Management LLC

RIASEC Registered
Total AUM
$54.7M
Discretionary
$53.5M
98% of AUM
Avg account
$569K
Accounts
96
Employees
3
Advisory reps
2

Firm details

Headquarters
Northfield, Illinois
CRD number
151610
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI91.47%
  • Individuals8.46%
  • Charitable Organizations0.07%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Twombly Asset Management LLC is a privately held limited liability company owned by an individual and organized to provide portfolio management primarily to individuals, small businesses and institutional clients. The firm charges fees as a percentage of assets under management and reports that it does not identify as an active ESG investor or as a multi-state adviser. Its stated advisory activity centers on discretionary portfolio management for individual and family clients and small business accounts.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 70%, Cash & Cash Equivalents 27%, US Government Bonds 1%, Investment Grade Corp Bonds 1%, Public Funds/Mutual Funds 1%70%
  • Exchange Traded Equities70%
  • Cash & Cash Equivalents27%
  • US Government Bonds1%
  • Investment Grade Corp Bonds1%
  • Public Funds/Mutual Funds1%

Contacts

2 of 2
  • Benjamin Williams

    Benjamin Williams

    Data AnalystCRD 8100996

  • Margaret Twombly

    Managing MemberCRD 1172341

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Northfield, IL

Cook

Location

Northfield, IL

Headquartered in Northfield, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
222 Northfield Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth