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Timecapital Investor Advisory Services Inc

● SEC registered since 1976CRD 105672SEC# 801-11732Port Jefferson Station, NY
Export (members)
Reg. AUM
$232.1M
Employees
2
Accounts
496
Location
Port Jefferson Station, NY

Timecapital Investor Advisory Services Inc assets under management

Timecapital Investor Advisory Services Inc is an SEC-registered investment adviser based in Port Jefferson Station, NY. The firm has been registered since 1976. It reports $232.1 million in regulatory assets under management and employs 2 people.

Timecapital Investor Advisory Services Inc owners & executives

1 reported
NameTitleOwnershipSince
Alex John Rohman ControlPresident, Chief Compliance Officer, DirectorOver 75%2021

Frequently asked questions

How much does Timecapital Investor Advisory Services Inc manage?

Timecapital Investor Advisory Services Inc reports $232.1 million in regulatory assets under management on its Form ADV.

How many employees does Timecapital Investor Advisory Services Inc have?

Timecapital Investor Advisory Services Inc reports 2 employees.

Where is Timecapital Investor Advisory Services Inc located?

Timecapital Investor Advisory Services Inc is based in Port Jefferson Station, NY and has been SEC-registered since 1976.

Does Timecapital Investor Advisory Services Inc disclose fund performance?

Timecapital Investor Advisory Services Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne Roosevelt Avenue, Port Jefferson Station, NY 11776
Phone631-331-1400
Fax631-331-1407
Office hours9:Oo a.m. To 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$123.5M
Non-discretionary$108.6M
Total (RAUM)$232.1M