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THOMPSON FINANCIAL TRANSITIONS INC.
CRD 322562
1895 COUNTY RD E E, SUITE 214, WHITE BEAR LAKE, MN, 55110, United States
Phone
651-328-6386
Fax
651-204-0044
Registration
— (—)
Source
State registered
Total AUM
$46.5M
Discretionary AUM
$46.5M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 118 | $25.0M |
| High net worth individuals | 11 | $21.6M |
All web addresses on file
Official SEC filing: View on IAPD