Overview
Assets Under Management: $115 million
Headquarters: MANHATTAN BEACH, CA
Frequently Asked Questions
WALLENDER, TIMOTHY JOSEPH 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 #138301), WALLENDER, TIMOTHY JOSEPH is subject to fiduciary duty under federal law.
WALLENDER, TIMOTHY JOSEPH is headquartered in MANHATTAN BEACH, CA.
According to their SEC Form ADV, WALLENDER, TIMOTHY JOSEPH offers financial planning and portfolio management for individuals. View all service details ↓
WALLENDER, TIMOTHY JOSEPH manages $115 million in client assets according to their SEC filing dated May 28, 2025.
According to their SEC Form ADV, WALLENDER, TIMOTHY JOSEPH serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Total Client Accounts: 295
Discretionary Accounts: 295
Regulatory Filings
CRD Number: 138301
Filing ID: 1993604
Last Filing Date: 2025-05-28 11:27:00
Website: https://strategicindex.com