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.
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 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.
Bruce Price Thompson has been acting as President since 1 May 1994. James Wilson Rayen joined the executive team most recently as the Shareholder.
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.
You can reach the main office by calling the phone number 978-287-5151 or by fax 978-287-5125. The normal business hours are 9:00am to 5:00pm on Monday - Friday.