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THAMES FINANCIAL MANAGEMENT
457 West Main Street
Norwich, Connecticut 06360
Tel: 860-886-5108
About THAMES FINANCIAL MANAGEMENT
THAMES FINANCIAL MANAGEMENT, formally registered with the SEC as THAMES FINANCIAL MANAGEMENT. The firm was established in 04/23/2018. They have over 1 offices throughout the country.
THAMES FINANCIAL MANAGEMENT is a Norwich, Connecticut based Financial Planning firm with nearly $275,379,693 assets under management, offering retirement planning & investment advisory services to 568 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 126295 |
| SEC# | 801-112929 |
| Assets Managed by Firm | $275,379,693 |
| No. of Clients | 568 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 568 | $275,379,693 |
| Individuals (other than high net worth individuals) | 104 | $45,318,995 |
| High net worth individuals | 224 | $210,940,892 |
| Pension and profit sharing plans | 6 | $8,663,150 |
| Corporations or other businesses | 6 | $10,456,656 |
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