Thomson Financial Advisors LLC. is an adviser based in Scottsdale. It manages $32.57 million of regulatory assets for 142 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Arizona.
Thomson Financial Advisors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Thomson Financial Advisors LLC. is $32.57 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Thomson Financial Advisors LLC. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Thomson Financial Advisors LLC. performs its advisory services is located at 10360 E.Jenan Drive, Scottsdale, AZ 85260, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 480-661-5051 or by fax 480-661-5054. The normal business hours are 9am-5pm on Monday - Friday.