Thetford Investment Management, Inc. is an adviser based in Richmond. It manages $76.86 million of regulatory assets for 90 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of North Carolina and Virginia.
Thetford Investment Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Thetford Investment Management, Inc. is $76.86 million. The firm's AUM has gone down by -23% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Thetford Investment Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Thetford Investment Management is high net worth individuals with 21 clients and $64.3 million of assets under management. Among the 5 most similar advisory firms, Thetford Investment Management has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $76.86 million for 59 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Thetford Investment Management doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Thetford Investment Management, Inc. performs its advisory services is located at 5516 Falmouth Street, Richmond, VA 23230 1819, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 804-782-9338 or by fax 804-643-8206. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.