Overview
Assets Under Management: $92 million
Headquarters: RICHMOND, VA
High-Net-Worth Clients: 25
Average Client Assets: $3.1 million
Frequently Asked Questions
THETFORD INVESTMENT MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #113426), THETFORD INVESTMENT MANAGEMENT, INC. is subject to fiduciary duty under federal law.
THETFORD INVESTMENT MANAGEMENT, INC. is headquartered in RICHMOND, VA.
THETFORD INVESTMENT MANAGEMENT, INC. serves 25 high-net-worth clients according to their SEC filing dated April 27, 2018. View client details ↓
According to their SEC Form ADV, THETFORD INVESTMENT MANAGEMENT, INC. offers portfolio management for individuals. View all service details ↓
THETFORD INVESTMENT MANAGEMENT, INC. manages $92 million in client assets according to their SEC filing dated April 27, 2018.
According to their SEC Form ADV, THETFORD INVESTMENT MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.96%
Average Client Assets: $3.1 million
Total Client Accounts: 104
Discretionary Accounts: 96
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 113426
Filing ID: 1176274
Last Filing Date: 2018-04-27 14:08:00