TYME ADVISORS
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 285212
- Registered since
- March 13, 2024
- Website
- tymeadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Other Investment Advisers96.22%
- HNWI3.06%
- Individuals0.72%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Tyme Advisors is an independent, individually owned registered investment adviser that serves high-net-worth individuals and families. The firm offers financial planning and portfolio management for individuals and small businesses and bills clients through a mix of AUM-based fees as well as hourly and fixed-fee arrangements. Tyme Advisors is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor. The adviser became SEC-registered in 2024 and operates under a single-office structure.
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 Equities99%
- Cash & Cash Equivalents1%
Contacts
1 of 1TAYLOR HERZOG
Founder, ShareholderCRD 5214086
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
- 5851 Legacy Cir
- Time zone
- CT (UTC-6)
- Office locations
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