Timothy Partners, Ltd.
Firm details
- Headquarters
- Maitland, Florida
- CRD number
- 41835
- Registered since
- February 7, 1994
- Website
- timothyplan.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Timothy Partners, Ltd. is a limited partnership that operates as an institutional registered investment adviser. The firm is SEC-registered (initial registration in 1994) and serves institutional clients, providing portfolio management services for investment companies while also operating as a broker‑dealer. Its advisory fees are charged as a percentage of assets under management. The firm does not identify as an active ESG investor and is not structured as a capital allocator.
Assets & Accounts
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
Location
Maitland, FL
Orange
Location
Maitland, FL
Headquartered in Maitland, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.
- Metro area
- Orlando-Lakeland-Deltona, FL
- Region
- South
- County
- Orange
- Address
- 1055 Maitland Center Commons Blvd
- Time zone
- ET (UTC-5)
- Office locations
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