Unlimited Timing Service Inc
Firm details
- Headquarters
- ,
- CRD number
- 107770
- Fee structure
- Percentage of AUM, Hourly Charges, Performance Based Fees
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsMarket Timing Services
Firm profile
FINTRXOverview
Unlimited Timing Service Inc is a small, owner-operated advisory and insurance brokerage firm that focuses on portfolio management for individuals and small businesses and provides market timing services. The firm’s investment orientation is equity-heavy, with a documented preference for non-exchange-traded equities. Its business model combines advisory fees (percentage of assets), hourly consulting, and the ability to charge performance-based fees, and it also operates as an insurance broker. The firm is not positioned as an active ESG investor and does not operate as a multi-state 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
Asset composition
- Non-Exchange Traded Equities100%
Contacts
2 of 2Carmel Balunas
Secretary and TreasurerCRD 6476090
Gary Balunas
Registered Investment AdvisorCRD 855228
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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