Timecapital Investor Advisory Services Inc is a large advisory firm based in Port Jefferson Station. It manages $257.04 million of regulatory assets for 638 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Connecticut, Florida, New Jersey, New York, and North Carolina.
Timecapital Investor Advisory Services provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and asset allocation. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Timecapital Investor Advisory Services Inc is $257.04 million. The firm's AUM has grown by 96% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Timecapital Investor Advisory Services Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and pension and profit sharing plans. The largest group of clients of Timecapital Investor Advisory Services is individuals with 616 clients and $253.17 million of assets under management. Among the 12 most similar advisory firms, Timecapital Investor Advisory Services has the 2nd highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $257.04 million for 638 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Timecapital Investor Advisory Services doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Timecapital Investor Advisory Services Inc performs its advisory services is located at One Roosevelt Avenue, Port Jefferson Station, NY 11776, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 631-331-1400 or by fax 631-331-1407. The normal business hours are 9:oo am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at timecapital.com.