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Building 2THAMES FINANCIAL MANAGEMENT

Map pinNORWICH, CT
Phone860-886-5108
NotebookSEC #801-67408
Total AUM
$74.6M
Employees
3
Clients
0

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
$74.6M
Accounts
278
Discretionary
$22.9M
Accounts
70
Non-Discretionary
$51.8M
Accounts
208

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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