Margaret Mary Twombly

Twombly Asset Management LLC

27 Years of Experience

4 Disclosures

View SEC Summary

Twombly Asset Management LLC

Compensation

Fee-Only (AUM)

Firm Size

2 advisors

Number of Clients

44 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$49.8M

Location

222 Northfield Road, Suite 200, Northfield, IL, 60093

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History

Regulatory History (4)

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Customer Dispute

August 2009

Denied

Judgment / Lien

March 2002

Judgment / Lien

December 2001

Employment Separation After Allegations

October 1997

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Employment History

Current Registrations

Twombly Asset Management LLC

October 2009 - Present · 16 yrs 4 mos

Previous Registrations

Wells Fargo Advisors Financial Network, LLC

September 2008 - October 2009 · 1 yr 1 mo

Wachovia Securities, LLC

July 2003 - September 2008 · 5 yrs 2 mos

Prudential Securities Incorporated

January 1998 - July 2003 · 5 yrs 6 mos

State Registrations2 states

ILUT

Advisor

Exams

No exam information available for this advisor.