Overview
Assets Under Management: $232 million
Headquarters: PORT JEFFERSON STATION, NY
High-Net-Worth Clients: 62
Average Client Assets: $675,519
Frequently Asked Questions
TIMECAPITAL INVESTOR ADVISORY SERVICES INC 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 #105672), TIMECAPITAL INVESTOR ADVISORY SERVICES INC is subject to fiduciary duty under federal law.
TIMECAPITAL INVESTOR ADVISORY SERVICES INC is headquartered in PORT JEFFERSON STATION, NY.
TIMECAPITAL INVESTOR ADVISORY SERVICES INC serves 62 high-net-worth clients according to their SEC filing dated June 27, 2025. View client details ↓
According to their SEC Form ADV, TIMECAPITAL INVESTOR ADVISORY SERVICES INC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
TIMECAPITAL INVESTOR ADVISORY SERVICES INC manages $232 million in client assets according to their SEC filing dated June 27, 2025.
According to their SEC Form ADV, TIMECAPITAL INVESTOR ADVISORY SERVICES INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 18.05
Average High-Net-Worth Client Assets: $675,519
Total Client Accounts: 496
Discretionary Accounts: 263
Non-Discretionary Accounts: 233
Regulatory Filings
CRD Number: 105672
Filing ID: 1998240
Last Filing Date: 2025-06-27 14:51:00
Website: https://timecapital.com