Thinkpanmure LLC is a large advisory firm based in San Francisco. It manages $858.93 million of regulatory assets for 1,224 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Arizona, California, Connecticut, and 14 other states.
Thinkpanmure provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Thinkpanmure LLC is $858.93 million. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Thinkpanmure LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Michael Thomas Moe has been acting as President since 1 Apr 2008. Michael Benjamin Armstrong joined the executive team most recently as the Acting Director Of Research.
The principal office where Thinkpanmure LLC performs its advisory services is located at 600 Montgomery Street, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-249-2900 or by fax 415-772-9071. The normal business hours are 6am to 5pm on Monday - Friday. You can find more information about the New York firm at www.thinkequity.com.