MYTIMEEQUITY
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 316917
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC, FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI86.86%
- Pooled Investment Vehicles8.18%
- Individuals4.14%
- Other0.83%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Mytimeequity is a privately held investment adviser organized as a limited liability company that runs a mix of discretionary portfolio management and pooled-vehicle advisory work. The firm serves both individual and family clients as well as institutional accounts, charging a combination of percentage-of-AUM and performance-based fees. Its stated advisory activity includes direct portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of other advisers—roles that position the firm as both manager and sponsor for certain private structures. Investment orientation is equity‑focused: the firm shows a clear preference for exchange‑traded equities as the primary public-market exposure, supported by separately managed account (SMA) capability for clients who require customization. Mytimeequity also operates as a sponsor and general partner on pooled vehicles, which explains the performance‑fee component of its pricing and its allocation into private funds and other alternatives.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities65%
- Cash & Cash Equivalents31%
- Private Funds4%
Contacts
3 of 5Khushbu Trivedi
Relationship ManagerCRD 7816417
AMOGH WARANASHIWAR
Financial ConsultantCRD 8141186
Poorvik Prakashbabu
Investment Advisor RepresentativeCRD 8247863
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Plano, TX
COLLIN
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- COLLIN
- Address
- 4116 W Spring Creek Pkwy
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
SPECTRUM ADVISORS, INC.
RIAPlano, TX
FULCRUM WEALTH MANAGEMENT
RIAPlano, TX
PMG FAMILY OFFICE, LLC
RIAPlano, TX
WHITE ROCK OIL & GAS HOLDINGS, LLC
RIAPlano, TX
EUBANK, HUTSON & ASSOCIATES, LLC
RIAPlano, TX
STRATEGIC FINANCIAL PLANNING, INC.
RIAPlano, TX