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THB ASSET MANAGEMENT
NORWALK, CT
203-653-7060
SEC #801-54432Total AUM
$606M
Employees
14Clients
68Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
501 MERRITT 7
NORWALK
CT 06851
United States
NORWALK
CT 06851
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
203-653-7060
Financials
Total AUM
$606M
Accounts
63Discretionary
$606M
Accounts
63Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1AUM
$0
HNW Individual Clients
50AUM
$7.7M
Banking Clients
1AUM
$0
Investment Company Clients
1AUM
$76.8M
Pooled Vehicle Clients
6AUM
$374.4M
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$39.6M
Investment Advisor Clients
1AUM
$52.8M
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$31.8M
Other Clients
2AUM
$22.8M
Description of Other Clients
TAFT HARLEY & FOUNDATIONS
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CTDE
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 12 other businesses.