Time Investments, LLC
Firm details
- Headquarters
- ,
- CRD number
- 134313
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Banking / Thrift Institutions85%
- Other15%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Time Investments, LLC is a small, privately held limited liability company that provides advisory services primarily to institutional clients. The firm lists financial planning and portfolio management for individuals, small businesses, and institutions among its advisory activities. Ownership is individual, the adviser is not described as a capital allocator, and it does not identify as an active ESG investor or a multi-state adviser in the available filing. Fee arrangements include percentage of assets under management, hourly charges, and fixed fees.
Assets & Accounts
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
- Other100%
Contacts
1 of 1Mario Pelosi
ManagerCRD 2775070
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations