Overview
Assets Under Management: $101 million
Headquarters: MERCERVILLE, NJ
High-Net-Worth Clients: 26
Average Client Assets: $3.3 million
Frequently Asked Questions
TIMING STRATEGIES CORP 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 #110871), TIMING STRATEGIES CORP is subject to fiduciary duty under federal law.
TIMING STRATEGIES CORP is headquartered in MERCERVILLE, NJ.
TIMING STRATEGIES CORP serves 26 high-net-worth clients according to their SEC filing dated June 29, 2018. View client details ↓
According to their SEC Form ADV, TIMING STRATEGIES CORP offers portfolio management for individuals and selection of other advisors. View all service details ↓
TIMING STRATEGIES CORP manages $101 million in client assets according to their SEC filing dated June 29, 2018.
According to their SEC Form ADV, TIMING STRATEGIES CORP serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.77%
Average Client Assets: $3.3 million
Total Client Accounts: 131
Discretionary Accounts: 106
Non-Discretionary Accounts: 25
Regulatory Filings
CRD Number: 110871
Filing ID: 1223342
Last Filing Date: 2018-06-29 17:40:00