Thorson Brown & Plunkett Inc is a large advisory firm based in Greenwich. It manages $281.2 million of regulatory assets for 161 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Connecticut.
Thorson Brown & Plunkett provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Thorson Brown & Plunkett Inc is $281.2 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Thorson Brown & Plunkett Inc 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.
Petr Andreas Thorson has been acting as President since 1 May 1974. John Steven Traynor joined the executive team most recently as the Senior V.P..
The principal office where Thorson Brown & Plunkett Inc performs its advisory services is located at 145 Mason St, Greenwich, CT 06830, 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 203-863-5900 or by fax 203-661-7229. The normal business hours are 8:30 am to 5:00 pm on Monday - Friday.