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

457 West Main Street, Norwich, CT 06360

https://www.thamesct.com/

By the Numbers

Total Assets Under Management

237

MILLION
Total Number of Accounts

553

ACCOUNTS
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

Showing 1 - 2 of 2 top financial advisors.

Steven L. Bokoff

CRD#: 4650243

457 West Main Street, Norwich, CT 06360

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.

Andrew D. Sawyer

CRD#: 4218645

457 West Main Street, Norwich, CT 06360

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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