TIM LOONEY INVESTMENTS, LLC

RIASEC RegisteredEst. 2012

Total AUM

$490M

Discretionary

0% of AUM

Avg account

$391K

Accounts

1,255

Employees

Advisory reps

Firm details

Headquarters: LONGWOOD, Florida
CRD number: 164413
Registered since: June 8, 2012
Website: timlooneyinvestments.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI73.66%
Individuals26.3%
Charitable Organizations0.04%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

TIM Looney Investments, LLC is an independent registered investment adviser that provides financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm is owner-operated and has been SEC-registered since 2012. Its client base combines individual and family relationships with some institutional mandates, and it charges a mix of percentage-of-AUM, hourly, and fixed fees. Investment activity centers on managed accounts and third-party manager allocations rather than acting as a capital allocator. The firm is not an active ESG investor and is not set up as a multi-state adviser. TIM Looney Investments, LLC leans heavily toward pooled public vehicles for core exposures while supplementing portfolios with alternatives and insurance products for income and diversification. The firm was recognized as a Top RIA Firm by FA Magazine in 2020.