Time Advisors USA, LLC

RIASEC Registered
Total AUM
$6M
Discretionary
$0
0% of AUM
Avg account
$2M
Accounts
3
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 76%, Public Funds/Mutual Funds 10%, Investment Grade Corp Bonds 8%, Non-Investment Grade Corp Bonds 2%, Derivatives 2%, Cash & Cash Equivalents 2%76%
  • Exchange Traded Equities76%
  • Public Funds/Mutual Funds10%
  • Investment Grade Corp Bonds8%
  • Non-Investment Grade Corp Bonds2%
  • Derivatives2%

Owners & executives

1 of 1
  • Fernanda Caberlon

    Director and Chief Compliance OfficerCRD 6322746

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth