Time Advisors USA, LLC
Firm details
- Headquarters
- ,
- CRD number
- 332980
- Custodians
- CHARLES SCHWAB & CO., INC., XP INVESTMENTS US, LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.33%
- Individuals16.67%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Time Advisors USA, LLC is a small, single-office registered investment adviser organized as an LLC that provides portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and operates primarily as a non-discretionary manager, meaning clients retain final decision authority while Time Advisors provides model construction and trade recommendations. Investment posture skews to equities: the firm shows a clear preference for exchange-traded equities as the dominant building block of client portfolios. Time Advisors does not identify as an active ESG investor and is not set up as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities76%
- Public Funds/Mutual Funds10%
- Investment Grade Corp Bonds8%
- Non-Investment Grade Corp Bonds2%
- Derivatives2%
Owners & executives
1 of 1Fernanda Caberlon
Director and Chief Compliance OfficerCRD 6322746
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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