Thames Financial Management
Thames Financial Management (CRD# 126295) is a financial advisory firm headquartered in Norwich, CT. They manage $236,782,814 in 553 accounts and serve the financial needs of clients across 11 states (or territories).
Current Firm Details
Thames Financial Management
By the Numbers
-
Total Assets Under Management237MILLION
-
Total Number of Accounts553ACCOUNTS
-
Average Account Value$428,179
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, FL, MA, ME, MN, NH, NJ, NY, RI, TX, VA
Financial Advisors at Thames Financial Management
1
Steven Bokoff (CRD# 4650243) is an Investment Advisor Representative working at Thames Financial Management in Norwich, CT and has 1 year of experience in the finance industry.
2
Andrew Sawyer (CRD# 4218645) is an Investment Advisor Representative working at Thames Financial Management in Norwich, CT and has over 23 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.