Joseph
Feloney

Thornburg Investment Management Inc

CRD#1624628
Investment Advisor
in Milton, MA

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About this Advisor

Joseph Feloney is a financial advisor based in Milton, Massachusetts, working with Thornburg Investment Management Inc. Joseph has previously held positions at Columbia Management Group, Columbia Management Distributors, Inc, Riversource Investments, Riversource Fund Distributors, Inc, Jackson National Life Distributors LLC, Thornburg Investment Management Inc, and Columbia Management Advisors, LLC. Joseph has passed the Series 66 regulatory exam and is registered to provide services in Massachusetts and New Mexico. Currently, Joseph is part of Thornburg Investment Management Inc, which operates out of Milton, Massachusetts. The firm has 202 employees and manages assets totaling $41.8 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Thornburg Investment Management Inc includes asset-based and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

Milton, MA

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Thornburg Investment Management Inc Brokerage Details

Total Assets Under Management

$41,832,394,631

MA Average: $3,612,835,751
Total Number of Employees

202

MA Average: 18
Total Number of Accounts

750

MA Average: 517
Average Account Size

$55,776,526

MA Average: $6,988,077

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients

Joseph Feloney Work History

2018 - Present (6 years)

Thornburg Investment Management Inc

2017 - 2018 (1 year)

Jackson National Life Distributors LLC

2010 - 2017 (7 years)

Riversource Investments

2010 - 2017 (7 years)

Riversource Fund Distributors, Inc

2007 - 2017 (10 years)

Columbia Management Advisors, LLC

1999 - 2017 (18 years)

Columbia Management Group

1999 - 2017 (18 years)

Columbia Management Distributors, Inc

Disclosures

Please visit the SEC profile of Joseph Feloney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Thornburg Investment Management Inc

Allison Dawe
Santa Fe, NM
Danielle Morrison
Denver, CO
Adam Sparkman
Santa Fe, NM
Tyler Jenkins
Santa Fe, NM
Lucinda Candal
Santa Fe, NM
Jesse Brownell
Santa Fe, NM
Jan Holman
Santa Fe, NM
Dominic Alto
Santa Fe, NM

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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