Overview
Assets Under Management: $232 million
Headquarters: PORT JEFFERSON STATION, NY
High-Net-Worth Clients: 2
Average Client Assets: $95 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.84
Average High-Net-Worth Client Assets: $95 million
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