Time Investments, LLC
Firm details
- Headquarters
- ,
- CRD number
- 134313
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Banking / Thrift Institutions85%
- Other15%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Time Investments, LLC is a limited liability company that primarily serves institutional clients. The firm focuses on providing a range of advisory services, including financial planning and portfolio management for both individuals and businesses. Time Investments employs a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees. While the firm does not actively engage in ESG investing, it has established a reputation for its tailored approach to wealth management.
Assets & Accounts
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
- Other100%
Contacts
1 of 1Mario Pelosi
ManagerCRD 2775070
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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