Overview
Assets Under Management: $275 million
Headquarters: NORWICH, CT
High-Net-Worth Clients: 224
Average Client Assets: $941,700
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 224
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.60
Average High-Net-Worth Client Assets: $941,700
Total Client Accounts: 568
Discretionary Accounts: 313
Non-Discretionary Accounts: 255
Regulatory Filings
CRD Number: 126295
Last Filing Date: 2025-01-17 00:00:00
Website: https://thamesfinancialct.com