Thetford Investment Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 113426
- Registered since
- December 15, 1986
- Custodians
- CHARLES SCHWAB & CO., INC., BANK OF AMERICA
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.22%
- Individuals11%
- Corporations / Businesses1.78%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Thetford Investment Management, Inc. is a corporation operating as an independent registered investment adviser that provides portfolio management primarily for individuals and small businesses. Ownership is a mix of a domestic entity and an individual. The firm charges clients on a percentage-of-assets-under-management basis and lists its client base as both individual & family and institutional investors. It does not promote ESG investing and notes a role as sponsor of limited partnerships (excluding pooled investment vehicles) to support certain investment placements.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities76%
- Investment Grade Corp Bonds12%
- US Government Bonds6%
- State & Local Bonds3%
- Other2%
Contacts
2 of 2John Nielsen
DirectorCRD 1605636
Michael Blaylock
Director, Vice PresidentCRD 1605631
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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