Twombly Asset Management LLC is an adviser based in Wilmette. It manages $39.75 million of regulatory assets for 144 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California and Utah.
Twombly Asset Management provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Twombly Asset Management LLC is $39.75 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 16% 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 Twombly Asset Management LLC 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.
Gery Joseph Sadzewicz joined the executive team most recently as the Chief Compliance Officer.
The principal office where Twombly Asset Management LLC performs its advisory services is located at 809 Ridge Road, Wilmette, IL 60091, 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 847-256-0900 or by fax 847-256-0909. The normal business hours are 8:30 am - 4:30 pm on Monday - Friday.