William
Chisholm
Thornburg Investment Management Inc
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About this Advisor
William Chisholm is a financial advisor based in Coopersburg, Pennsylvania, working with Thornburg Investment Management Inc. William has previously held a position at Thornburg Securities Corporation. William has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in Connecticut, New Jersey, New Mexico, and Pennsylvania. Currently, William is part of Thornburg Investment Management Inc, which operates out of Coopersburg, Pennsylvania. 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
William Chisholm Work History
Thornburg Securities Corporation
Disclosures
Please visit the SEC profile of William Chisholm to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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