Harold
Whalen
Thornburg Investment Management Inc
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About this Advisor
Harold Whalen is a financial advisor based in Santa Fe, New Mexico, working with Thornburg Investment Management Inc. Harold has previously held positions at Natixis Global Associates and Thornburg Securities Corp. Harold has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland and New Mexico. Currently, Harold is part of Thornburg Investment Management Inc, which operates out of Santa Fe, New Mexico. 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
Services Offered
Fee Structure
Office Location
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Thornburg Investment Management Inc Brokerage Details
$41,832,394,631
202
750
$55,776,526
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
Harold Whalen Work History
Thornburg Securities Corp
Natixis Global Associates
Disclosures
Please visit the SEC profile of Harold Whalen 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
Santa Fe, NM
Santa Fe, NM
Santa Fe, NM
Santa Fe, NM
Santa Fe, NM
Santa Fe, NM
Denver, CO
Santa Fe, NM
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