Steven
Bokoff
Thames Financial Management
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About this Advisor
Steven Bokoff is a financial advisor based in Norwich, Connecticut, working with Thames Financial Management. Steven has previously held positions at Goldblatt Bokoff LLC and Cdm Financial Counseling Services, Inc Dba Thames Financial Mgt. Steven is registered to provide services in Connecticut. Currently, Steven is part of Thames Financial Management, which operates out of Norwich, Connecticut. The firm has 2 employees and manages assets totaling $236.8 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Thames Financial Management includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Thames Financial Management Brokerage Details
$236,782,814
2
553
$428,179
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Steven Bokoff Work History
Goldblatt Bokoff LLC
Cdm Financial Counseling Services, Inc Dba Thames Financial Mgt
Disclosures
Please visit the SEC profile of Steven Bokoff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Thames Financial Management
Norwich, CT
Norwich, CT
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