$41.8M Total AUM
$41.2M Disc. AUM
-- 3Y CAGR
1 Employees
66 ADV. Clients
33 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-08-1993
- Office Locations
- 1
Office Locations
1 University Plaza DR 311 Hackensack NJ
About Thames Asset Management, INC
Thames Asset Management is a Hackensack, NJ registered investment adviser providing financial planning, portfolio construction, tax planning, and insurance guidance for individuals and families, including entrepreneurs. Portfolios are built primarily with ETFs and public funds, with some allocations to government/municipal and corporate bonds. Client assets are custodied at Charles Schwab.
Team overview
69 AVG AGE
$41.8M AVG AUM / ADVISOR
$633.3K AVG AUM / CLIENT
23.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
33yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
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Owner & Executives
L
LEON SCHENKER
President
- CRD
- #1396507
- Ownership
- Less than 5%
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,233,788 | -- |
| Non-Discretionary | $561,736 | -- |
| Total | $41,795,524 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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