Thompson Consulting, Inc. (Cottonwood Heights)

Thompson Consulting, Inc. is a large advisory firm based in Cottonwood Heights. It manages $63.06 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Arizona, California, Utah, and Wisconsin.

Thompson Consulting provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Thompson Consulting: assets under management

The assets under management (AUM) of Thompson Consulting, Inc. is $63.06 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 82% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $63.06 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.61 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Thompson Consulting, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Thompson Consulting, Inc.

Kyle Jay Thompson has been acting as President since 1 Nov 1991. Cory H Thompson joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kyle Jay Thompson	President	1 Nov 1991	25% - 50%	1765832
Cory H Thompson	Vice president	1 Nov 1991	25% - 50%	2590785

Based in Cottonwood Heights

The principal office where Thompson Consulting, Inc. performs its advisory services is located at 6995 S Union Park Center, Cottonwood Heights, UT 84047 5503, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.