THAMES ASSET MANAGEMENT, INC
Firm details
- Headquarters
- HACKENSACK, New Jersey
- CRD number
- 106559
- Website
- www.thamesasset.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI66.88%
- Individuals29.53%
- Pension & Profit Sharing Plans3.58%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Thames Asset Management, Inc. is an independent registered investment adviser that serves individual and family clients with an emphasis on personalized financial planning and portfolio management for individuals and small businesses. The firm operates as an accounting-affiliated advisory practice, combining adviser-led planning with discretionary portfolio oversight for most relationships. Fee arrangements include a percentage of assets under management alongside hourly charges for advisory or planning work. Thames shows a clear tilt toward publicly traded equities as its primary allocation vehicle, and it supplements public market exposure with third‑party hedge fund allocations as part of its alternatives sleeve.
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 Equities67%
- Public Funds/Mutual Funds19%
- US Government Bonds5%
- Cash & Cash Equivalents4%
- State & Local Bonds3%
Contacts
1 of 1LEON SCHENKER
PresidentCRD 1396507
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HACKENSACK, NJ
BERGEN
Location
HACKENSACK, NJ
Headquartered in HACKENSACK, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- BERGEN
- Address
- 1 University Plz
- Time zone
- ET (UTC-5)
- Office locations
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