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CDM FINANCIAL COUNSELING SERVICES, INC.
CDM FINANCIAL COUNSELING SERVICES, INC.
THAMES FINANCIAL MANAGEMENT
NORWICH, Connecticut
·
6 registered advisors
·
CRD# 126295
SEC# 801-112929
0
860-886-5108
01
Firm Overview
AUM
$237M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at CDM FINANCIAL COUNSELING SERVICES, INC.
6 registered advisors
Andrew Drake Sawyer
NORWICH, Connecticut
CRD# 4218645
Barbara D Kanter
NORWICH, Connecticut
CRD# 2808661
Denise G Lindell
NORWICH, Connecticut
CRD# 7862927
Eric Norman Kanter
NORWICH, Connecticut
CRD# 2363012
Michael Abbott Goldblatt
NORWICH, Connecticut
CRD# 2694190
Steven L. Bokoff
NORWICH, Connecticut
CRD# 4650243
05
Office Locations
NORWICH, Connecticut
6 advisors
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Data sourced from SEC Form ADV filings. CDM FINANCIAL COUNSELING SERVICES, INC. (CRD# 126295) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.