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Twombly Asset Management LLC CRD 151610
$54.7M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
222 Northfield Road Suite 200, Northfield, IL 60093 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-06-01 |
Branch Locations
222 Northfield Road Suite 200, Northfield, IL 60093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Twombly Asset Management | Northfield | IL | 06/2024 | Present |
| Wilmette Sailing Beach | Wilmette | IL | 05/2024 | 08/2024 |
| Wilmette Sailing Beach | Wilmette | IL | 05/2023 | 08/2023 |
| Wilmette Sailing Beach | Wilmette | IL | 05/2022 | 08/2022 |
| Tulane University | New Orleans | LA | 08/2023 | Present |
| Portillo's Hotdogs | Skokie | IL | 05/2021 | 08/2021 |
| New Trier Highschool | Winnetka | IL | 08/2019 | 05/2023 |
| Wilmette Junior Highschool | Wilmette | IL | 08/2017 | 05/2019 |
| Highcrest Middle School | Wilmette | IL | 05/2015 | 05/2017 |
Name: MoonSight Inc. Non investment related. Address is Personal home office Market research startup. CEO. Incorporation date: August 17 2025. 40 hours/month, none during securities trading hours Duties: Applications software design and associated activities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-07 |
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