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Larry Thompson & Associates, Inc. (Dallas)


Larry Thompson & Associates, Inc. is a large advisory firm based in Dallas. It manages $2.32 billion of regulatory assets for 35 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Louisiana and Texas.

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Larry Thompson & Associates provides pension consulting services, selection of other advisers, publication of newsletters, educational seminars and workshops, and institutional consulting services, performance measurement, ips review. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Larry Thompson & Associates: assets under management

The assets under management (AUM) of Larry Thompson & Associates, Inc. is $2.32 billion. The firm's AUM has grown by 209% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $82.81 million in discretionary accounts and $2.24 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.87 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $124.35 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Larry Thompson & Associates, Inc. for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Dallas

The principal office where Larry Thompson & Associates, Inc. performs its advisory services is located at 3500 Oak Lawn Avenue, Dallas, TX 75219, 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 214-752-5430 or by fax 214-752-5431. The normal business hours are 8 am - 5 pm on Monday - Friday. You can find more information about the New York firm at larrythompson.net.


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