Sign in Sign up for free

Magee Thomson Investment Partners, LLC (San Diego)


Magee Thomson Investment Partners, LLC is a large advisory firm based in San Diego. It manages $297.7 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California, Connecticut, Illinois, New Jersey, and Texas.

Logo

Magee Thomson Investment Partners provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Magee Thomson Investment Partners: assets under management

The assets under management (AUM) of Magee Thomson Investment Partners, LLC is $297.7 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1082% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $297.7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $99.23 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Magee Thomson Investment Partners, LLC for their services and products based on a percentage of assets under management 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.

Based in San Diego

The principal office where Magee Thomson Investment Partners, LLC performs its advisory services is located at 12531 High Bluff Drive, San Diego, CA 92130, 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 858-350-5050 or by fax 858-350-5051. The normal business hours are 6:00am to 4:00pm pst on Monday - Friday. You can find more information about the New York firm at mageethomson.com.


Registered investment advisers similar to Magee Thomson Investment Partners, LLC