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R.D. THOMPSON INVESTMENTS
THOMPSON ROBERT DOUGLAS
CRD 104738 · SEC 801-21656
699 EAST SOUTH TEMPLE, STE 230, SALT LAKE CITY, UT, 84102-4228, United States
Phone
801-363-1952
Fax
815-301-9326
Registration
— (—)
Source
State registered
Total AUM
$75.6M
Discretionary AUM
$75.6M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Sole Proprietorship
Filing date
2026-03-17
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $7.8M |
| High net worth individuals | 10 | $67.8M |
Official SEC filing: View on IAPD