Time Advisors USA, LLC
RIAState Registered
Total AUM
$6M
Discretionary
$0
0% of AUM
Avg account
$2M
Accounts
3
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 332980
- Custodians
- CHARLES SCHWAB & CO., INC., XP INVESTMENTS US, LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.33%
- Individuals16.67%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Time Advisors USA, LLC is an independent registered investment adviser organized as an LLC and state-registered in Florida. The firm is individually owned and focuses on fee-based portfolio management for individuals, families and small businesses. Services are provided on a percentage-of-assets-under-management basis. Time Advisors does not present itself as an ESG-focused manager, does not operate as a multi-state adviser, and is not structured as a capital allocator or pension consultant.
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 Equities76%
- Public Funds/Mutual Funds10%
- Investment Grade Corp Bonds8%
- Non-Investment Grade Corp Bonds2%
- Derivatives2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Broaden Wealth LLC
RIAFort Myers, FL
AUM $6MTEAM 1REPS 1
Commenda Capital Advisors
RIAWinthrop, MA
AUM $6MTEAM 1REPS 1
Anthony J. Mancini, I.A.
RIAAUM $6MTEAM 1REPS 1
Alta Financial Group
RIACampbell, CA
AUM $6MTEAM 1REPS 1
Marketocracy Capital Management LLC
RIAAUM $6MTEAM 2REPS 1
Osher Capital Advisors, LLC
RIAAUM $6MTEAM 1REPS 1