THOMPSON & THOMPSON INVESTMENT ADVISORS, INC.

THOMPSON & THOMPSON INVESTMENT ADVISORS, INC. is an SEC-registered investment adviser (CRD 306408). Regulatory assets under management: $27.6M.

Registration

• CRD: 306408
• Type: Registered investment adviser
• Phone: (626) 639-6562
• Latest filing: 2026-03-15
• Regulatory AUM: $27.6M
• Discretionary AUM: $27.6M
• Clients: 2
• Accounts: 55

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306408 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search