Timothy L. Conner
RIAState Registered
Total AUM
$7.2M
Discretionary
$6.2M
86% of AUM
Avg account
$2.4M
Accounts
3
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 121661
- Custodians
- BROKER/INVESTMENT MANAGER, BROKER/CUSTODIAN
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Timothy L. Conner operates as a sole proprietorship, focusing primarily on portfolio management for individuals and small businesses. The firm does not engage in capital allocation or serve as a pension consultant. With a fee structure based on a percentage of assets under management, it caters to a client base that values personalized investment strategies. Although the firm does not actively pursue ESG investments, it remains committed to providing tailored financial advice to its clients.
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 Equities51%
- Investment Grade Corp Bonds29%
- Other13%
- US Government Bonds6%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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