Tempus Pecunia
Firm details
- Headquarters
- ,
- CRD number
- 300566
- Website
- www.tempuspecunia.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI78%
- Individuals22%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Tempus Pecunia is an independent, individual-owned registered investment adviser organized as an LLC that serves primarily individual and family clients. The firm operates as a capital allocator and provides a mix of fee models (percentage of AUM and fixed fees). Filings list core advisory capabilities as financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm does not identify itself as an active ESG investor and appears to operate from a single-state footprint based on regulatory disclosures.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Christopher Russell
Founder & PresidentCRD 5885334
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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