Wealth Manager
    SEC Registered

    Thompson Investment Management, Inc.

    Registered investment advisor · Madison, Wisconsin · CRD #129609

    Assets Under Management
    $3.1B
    Client Accounts
    941
    Employees
    17
    CRD Number
    129609
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., National Financial Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Thompson Investment Management, Inc.

    Thompson Investment Management, Inc. is an independent investment advisor founded in 2004, specializing in portfolio management, retirement plans, and mutual funds for various clients. The firm is based in Madison, Wisconsin, with 11-50 employees.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Thompson Investment Management, Inc.'s AUM?

    Thompson Investment Management, Inc. reports approximately $3.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Thompson Investment Management, Inc. headquartered?

    Thompson Investment Management, Inc. is headquartered in Madison, Wisconsin.

    What is Thompson Investment Management, Inc.'s CRD number?

    Thompson Investment Management, Inc.'s CRD number is 129609. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Thompson Investment Management, Inc. manage?

    Thompson Investment Management, Inc. manages approximately 941 client accounts according to its latest SEC filing.

    Is Thompson Investment Management, Inc. SEC registered?

    Yes, Thompson Investment Management, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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