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TIMECAPITAL INVESTOR ADVISORY SERVICES INC

Advisory

N·PORT JEFFERSON STATION, NY

Data as of Jun 27, 2024 · Source: SEC Form ADV

Total AUM
$262M
1-Year AUM Growth
+0.2%
3-Year CAGR
-2.6%
Employees
2
Assets Under Management
Total AUM$262M
Discretionary AUM$142M
Non-Discretionary AUM$120M
Discretionary %54.2%
Total Clients222
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)+100.0%
Filing History
Total Filings on Record37
First FilingApr 27, 2001
Latest FilingJun 27, 2024
🔒 Full AUM trend chart and 37 historical filings spanning 23+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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