RIA Intel›Advisers›Massachusetts›TIMESCALE FINANCIAL, INC.

TIMESCALE FINANCIAL, INC.

Advisory

N·DANVERS, MA

Data as of Mar 29, 2023 · Source: SEC Form ADV

Total AUM

$717M

1-Year AUM Growth

-10.6%

3-Year CAGR

+6.3%

Employees

7

Assets Under Management

Total AUM$717M

Discretionary AUM$712M

Non-Discretionary AUM$5M

Discretionary %99.2%

Total Clients—

Team

Total Employees7

Investment Advisers20

Employee Growth (1Y)—

Filing History

Total Filings on Record37

First FilingMar 30, 2015

Latest FilingMar 29, 2023

🔒 Full AUM trend chart and 37 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TIMESCALE FINANCIAL, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.