Thetford Investment Management, Inc.

RIAState Registered
Total AUM
$53.8M
Discretionary
$52.8M
98% of AUM
Avg account
$1.1M
Accounts
47
Employees
2
Advisory reps
2

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 76%, Investment Grade Corp Bonds 12%, US Government Bonds 6%, State & Local Bonds 3%, Other 2%, Cash & Cash Equivalents 1%76%
  • Exchange Traded Equities76%
  • Investment Grade Corp Bonds12%
  • US Government Bonds6%
  • State & Local Bonds3%
  • Other2%

Contacts

2 of 2
  • John Nielsen

    DirectorCRD 1605636

  • Michael Blaylock

    Director, Vice PresidentCRD 1605631

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth