Overview
Assets Under Management: $427 million
Headquarters: LONGWOOD, FL
High-Net-Worth Clients: 116
Average Client Assets: $3 million
Frequently Asked Questions
TIM LOONEY INVESTMENTS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #164413), TIM LOONEY INVESTMENTS, LLC is subject to fiduciary duty under federal law.
TIM LOONEY INVESTMENTS, LLC is headquartered in LONGWOOD, FL.
TIM LOONEY INVESTMENTS, LLC serves 116 high-net-worth clients according to their SEC filing dated November 13, 2025. View client details ↓
According to their SEC Form ADV, TIM LOONEY INVESTMENTS, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
TIM LOONEY INVESTMENTS, LLC manages $427 million in client assets according to their SEC filing dated November 13, 2025.
According to their SEC Form ADV, TIM LOONEY INVESTMENTS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 116
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.56
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,305
Non-Discretionary Accounts: 1,305
Regulatory Filings
CRD Number: 164413
Filing ID: 2027359
Last Filing Date: 2025-11-13 09:23:49
Website: 0