T
$53.8M Total AUM
$52.8M Disc. AUM
-- 3Y CAGR
2 Employees
34 ADV. Clients
39 yrs Firm Age
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- Custodian
- Bank OF America · Charles Schwab & Company · Empower · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-01-1986
- Office Locations
- 1
Office Locations
-- Midlothian VA
About Thetford Investment Management, Inc.
Thetford Investment Management, Inc. is a Midlothian-based RIA. The firm has been operating for 39 years. Managing $53.8M in total assets under management, with 1 advisory representatives. They custody assets with Bank OF America and Charles Schwab & Company.
Team overview
-- AVG AGE
$53.8M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
23.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
39yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MICHAEL BRADLEY BLAYLOCK
DIRECTOR, President
- CRD
- --
- Ownership
- Less than 5%
Available
Available
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JOHN SIGURD NIELSEN
Chief Compliance Officer, DIRECTOR, investment advisor, President
- CRD
- #1605636
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,846,476 | $919,921 |
| Non-Discretionary | $956,410 | $177,850 |
| Total | $53,802,886 | $853,959 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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