BW
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
2 advisors
Number of Clients
44 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$49.8M
Fee Structure
This document is a brochure supplement and does not contain any fee information.
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Advisor Information
Office location
222 Northfield Road, Suite 200, Northfield, IL, 60093
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Twombly Asset Management LLC
June 2025 - Present · 7 mos
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.