Twombly Asset Management LLC (Wilmette)

Twombly Asset Management LLC is an adviser based in Wilmette. It manages $39.75 million of regulatory assets for 144 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California and Utah.

Twombly Asset Management provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Twombly Asset Management: assets under management

The assets under management (AUM) of Twombly Asset Management LLC is $39.75 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $39.75 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $276.03 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Twombly Asset Management 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.

Careers at Twombly Asset Management LLC

Gery Joseph Sadzewicz joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Margaret Z Twombly	Chief executive officer	1 Oct 2008	75% - 100%	1172341
Margaret Mary Twombly	Managing member	1 Oct 2008	75% - 100%	1172341
Gery Joseph Sadzewicz	Chief compliance officer	1 Sep 2009	Other	1090963

Based in Wilmette

The principal office where Twombly Asset Management LLC performs its advisory services is located at 809 Ridge Road, Wilmette, IL 60091, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.