Investment adviser · CRD 104966

THOMASPARTNERS, INC.

Investment adviser filing (IA)

BOSTON, MA, United States · Form ADV filed Feb 15, 2018

Regulatory AUM
$14.6B
Form ADV · Item 5.F
Client accounts
43,468
Accounts, not individual clients
Employees
33
Reported in this filing
Advisory professionals
18
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 15, 2018. View historical filings

Reported services

Individual portfolio management

Compensation

Percentage of assets

Principal office

ONE INTERNATIONAL PLACE, 34TH FLOOR
BOSTON, MA, 02110-2600, United States

CRD 104966

Filing source

Form ADV 1176463 · Feb 15, 2018 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.