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Building 2THAMES FINANCIAL MANAGEMENT

Map pinNORWICH, CT
Phone860-886-5108
NotebookSEC #801-112929
Total AUM
$315.4M
Employees
2
Clients
302

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
457 WEST MAIN STREET
NORWICH
CT 06360
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
860-886-5108

ReceiptFinancials

Total AUM
$315.4M
Accounts
593
Discretionary
$190.8M
Accounts
347
Non-Discretionary
$124.6M
Accounts
246

ContactClients

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Individual Clients
186
AUM
$50.7M
HNW Individual Clients
106
AUM
$245.4M
Pension/Profit Sharing Plan Clients
5
AUM
$8.9M
Corporation or Business Clients
5
AUM
$10.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMAMNNHNJNYRITXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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