Unlimited Timing Service Inc

RIASEC Registered
Total AUM
$5.9M
Discretionary
$5.9M
100% of AUM
Avg account
$160K
Accounts
37
Employees
1
Advisory reps
2

Firm details

Headquarters
,
CRD number
107770
Fee structure
Percentage of AUM, Hourly Charges, Performance Based Fees
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsMarket Timing Services

Firm profile

FINTRX

Overview

Unlimited Timing Service Inc is a small, owner-operated advisory and insurance brokerage firm that focuses on portfolio management for individuals and small businesses and provides market timing services. The firm’s investment orientation is equity-heavy, with a documented preference for non-exchange-traded equities. Its business model combines advisory fees (percentage of assets), hourly consulting, and the ability to charge performance-based fees, and it also operates as an insurance broker. The firm is not positioned as an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 100%100%
  • Non-Exchange Traded Equities100%

Contacts

2 of 2
  • Carmel Balunas

    Secretary and TreasurerCRD 6476090

  • Gary Balunas

    Registered Investment AdvisorCRD 855228

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth