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TOMPKINS & CO.

· CRD 157240 · IAPD ↗ · 303-804-0339

$355.0MRegulatory AUM
1Advisory reps
1Employees
3Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2024 — TOMPKINS & CO. reported RAUM up 35% ($236.0M -> $318.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.