Timothy Partners, Ltd.

Broker-DealerFINRA MemberEst. 1994
Total AUM
$2.9B
Discretionary
$2.9B
100% of AUM
Accounts
1
Employees
24
Advisory reps
14
Brokerage reps
10

Firm details

Headquarters
Maitland, Florida
CRD number
41835
Registered since
February 7, 1994
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Timothy Partners, Ltd. is organized as a limited partnership and has been SEC-registered since 1994. The firm operates primarily as a broker-dealer while providing portfolio management services for investment companies. Its client focus is institutional, and it charges fees based on a percentage of assets under management. Ownership is listed as a combination of a domestic entity and an individual. On regulatory attributes, the adviser is classified as unclassified in the available record. Timothy Partners is not identified as a capital allocator, is not active on ESG investing, is not a multi-state or newly formed adviser, and does not act as a pension consultant or related adviser under the reported designations.

Assets & Accounts

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

Owners & executives

3 of 3
  • Jessica Sweeney

    Jessica Sweeney

    Chief Compliance OfficerCRD 3220826

  • Susan Steele

    Susan Steele

    Chief Compliance OfficerCRD 4816964

  • Eric Champion

    Chief Operating OfficerCRD 6764420

Contacts

3 of 11
  • Jonathan Consoli

    Jonathan Consoli

    Regional Vice PresidentCRD 5875423

  • Arthur Ally

    Arthur Ally

    Founder & PresidentCRD 855097

  • Brian Mumbert

    Brian Mumbert

    PresidentCRD 5550269

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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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth