Thorntons Investment Management Ltd (Dundee, Scotland)

Thorntons Investment Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Thorntons Investment Management: assets under management

The assets under management (AUM) of Thorntons Investment Management Ltd is $525.76 million. The firm's AUM has grown by 23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $372.73 million in discretionary accounts and $153.03 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $776.53 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $294.29 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Thorntons Investment Management Ltd for their services and products based on a percentage of assets under management, hourly charges, and commissions. 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.

Based in Dundee, Scotland

The principal office where Thorntons Investment Management Ltd performs its advisory services is located at Whitehall House, Dundee, Scotland, Dd1 4 Bu, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +44 1382797600. The normal business hours are 08:30 to 17:30 on Monday - Friday. You can find more information about the New York firm at thorntons-investments.co.uk.

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