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Building 2THETFORD INVESTMENT MANAGEMENT, INC.

Map pinRICHMOND, VA
Phone804-782-9338
NotebookSEC #801-28429
Total AUM
$76.9M
Employees
2
Clients
59

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5516 FALMOUTH STREET
SUITE 300
RICHMOND
VA 23230-1819
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
804-782-9338

ReceiptFinancials

Total AUM
$76.9M
Accounts
90
Discretionary
$75.4M
Accounts
82
Non-Discretionary
$1.4M
Accounts
8

ContactClients

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Individual Clients
35
AUM
$3.4M
HNW Individual Clients
21
AUM
$64.3M
Corporation or Business Clients
3
AUM
$9.2M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCVA

HandshakeAffiliates

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

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