Thompson Robert Doulgas is an adviser based in Salt Lake City. It manages $64.31 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Utah.
Thompson Robert Doulgas provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Thompson Robert Doulgas is $64.31 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 73% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Thompson Robert Doulgas for their services and products based on a percentage of assets under management. 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.
The principal office where Thompson Robert Doulgas performs its advisory services is located at 807 East South Temple, Suite 202, Salt Lake City, UT 84102, 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 801-363-1952 or by fax 815-301-9180. The normal business hours are 8 a.m to 3 p.m. on Monday - Friday.