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William F Loehning

Investment adviser representative at Thornburg Investment Management Inc
17 yearsExperience
2 statesRegistered in
$54.5BFirm assets
43 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

17 years in the industry.

  1. Thornburg Investment Management IncMar 2018 to now
  2. Putnam InvestmentsNov 2009 to Mar 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2002
  • Series 65 · Uniform Investment Adviser Law2018

State registrations

Registered as an investment adviser representative in 2 states (NM, RI).

Thornburg Investment Management Inc

$54.5BAssets managed
635Clients
42Advisers
43 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4543287
Firm CRD
106357
Advisor's SEC record (opens in a new tab)
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