Thompson Mcdonald Advisers Ltd (Concord)

Thompson Mcdonald Advisers Ltd is a large advisory firm based in Concord. It manages $53.7 million of regulatory assets for 62 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.

Thompson Mcdonald Advisers provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Thompson Mcdonald Advisers: assets under management

The assets under management (AUM) of Thompson Mcdonald Advisers Ltd is $53.7 million. The firm's AUM has grown by 31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $46.58 million in discretionary accounts and $7.12 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $846.86 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.02 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Thompson Mcdonald Advisers Ltd for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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 Thompson Mcdonald Advisers Ltd

Bruce Price Thompson has been acting as President since 1 May 1994. James Wilson Rayen joined the executive team most recently as the Shareholder.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Paul Fw New	Shareholder	1 Apr 1994	Other	4364866
Marianne Mcdonald Thompson	Director	1 Apr 1994	Other	4364870
Peter Torrey Fredericks	Director	1 Apr 1994	Other	2075476
Ann G New	Shareholder	1 Apr 1994	Other	4364866
Ann Gardner New	Shareholder	1 Apr 1994	Other	4364866
James E Lang	Shareholder	1 Apr 1994	Other	4755754
Bruce Price Thompson	President	1 May 1994	75% - 100%	1191893
James Wilson Rayen	Shareholder	1 Dec 2000	Other	4364869
George S Dishong	Director	1 Dec 2000	Other	4364882
Leo J Gulinello	Director	1 Dec 2000	Other	4364889
George William Dishong	Director	1 Dec 2000	Other	4364882
Leo Joseph Gulinello	Director	1 Dec 2000	Other	4364889

Based in Concord

The principal office where Thompson Mcdonald Advisers Ltd performs its advisory services is located at 9 Damonmill Square 1 F, Concord, MA 01742, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.