Compensation
Fee-Only (AUM)
Firm Size
2 advisors
Number of Clients
44 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$49.8M
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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Twombly Asset Management LLC
June 2025 - Present · 8 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.