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TIMECAPITAL INVESTOR ADVISORY SERVICES INC
CRD 105672 · SEC 801-11732
ONE ROOSEVELT AVENUE, PORT JEFFERSON STATION, NY, 11776, United States
Phone
631-331-1400
Fax
631-331-1407
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$232.1M
Discretionary AUM
$123.5M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2025-06-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)ASSET ALLOCATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 156 | $189.9M |
| High net worth individuals | 62 | $41.9M |
| Pension/profit sharing plans | 4 | $265K |
States served
NJ, NY, NC, CT, FL
All web addresses on file
Official SEC filing: View on IAPD