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Robert Copeland Filoon

Thornburg Investment Management Inc.

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About Robert Copeland Filoon

Robert Copeland Filoon is a financial advisor with over 10 years of experience in the industry. Robert currently works at Thornburg Investment Management Inc. in Santa Fe, New Mexico. Robert has a strong track record of success in providing investment advice to a wide range of clients, including high-net-worth individuals, corporations, and investment companies. Robert is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Robert Filoon is currently registered with Thornburg Investment Management Inc.. Thornburg Investment Management Inc. is a Santa Fe, NM-based investment advisor with approximately $41.83 billion in regulatory assets under management. The firm offers portfolio management services for individuals, businesses, investment companies, and pooled investment vehicles. Thornburg Investment Management Inc. has over 88 registered representatives and 42 investment advisory professionals.
Thornburg Investment Management Inc.

2300 NORTH RIDGETOP ROAD

SANTA FE, NM 87506

$41.83B

Assets Under Management

Not reported

Total Clients

39

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Robert Filoon’s Registration & Firm History

NM

12/12/2022 - Present

Thornburg Investment Management Inc. (SANTA FE NM)

CA

09/18/2015 - 04/18/2017

NUVEEN SECURITIES, LLC (SAN FRANCISCO CA)

CA

01/04/2011 - 09/16/2014

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)

NY

11/18/2009 - 10/28/2010

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 12/16/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/17/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Copeland Filoon.
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