Timothy Partners, Ltd.
Firm details
- Headquarters
- Maitland, Florida
- CRD number
- 41835
- Registered since
- February 7, 1994
- Website
- timothyplan.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Timothy Partners, Ltd. is a limited partnership that has been SEC-registered since 1994 and operates as a broker-dealer while providing portfolio management services to investment companies. The firm serves an institutional client base and charges fees based on a percentage of assets under management. Governance appears to be domestic (owner type listed as domestic entity | individual). The firm is not identified as a capital allocator, is not active on ESG investing, and does not present as a multi-state or newly formed adviser.
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
Owners & executives
1 of 1
Jessica Sweeney
Chief Compliance OfficerCRD 3220826
Contacts
3 of 12
Brian Mumbert
PresidentCRD 5550269
Eric Champion
Options Support RepresentativeCRD 6764420
Colby Hanson
Sales SupportCRD 7852217
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Maitland, FL
Orange
Location
Maitland, FL
Headquartered in Maitland, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Orange
- Address
- 1055 Maitland Center Commons Blvd
- Time zone
- ET (UTC-5)
- Office locations
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