THOMPSON DAVIS ASSET MANAGEMENT

other names
  • THOMPSON DAVIS ASSET MANAGEMENT
  • BLOOMBERG SECURITIES, INC.
  • ZERMATT WEALTH PARTNERS
  • THOMPSON DAVIS PRIVATE WEALTH MANAGEMENT
  • THOMPSON DAVIS & CO., INC.
  • NET SECURITIES CORP.
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Adviser Profile

Registration status Registration Changed to THOMPSON DAVIS & CO., INC.
As of Date 07/22/2019
Adviser Type
Number of Employees 13
of those in investment advisory functions 9
AUM* 70,563,062
of that, discretionary 70,563,062
Private Fund GAV* 0
Avg Account Size 205,723
% High Net Worth 74.71%
SMA’s Yes
Private Funds 0

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

160M 137M 114M 91M 69M 46M 23M
2015 2016 2017 2018 2019
Discretionary
Non-discretionary

Private Funds

Employees