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Building 2TIMECAPITAL INVESTOR ADVISORY SERVICES INC

Map pinPORT JEFFERSON STATION, NY
Phone631-331-1400
NotebookSEC #801-11732
Total AUM
$232.1M
Employees
2
Clients
222

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE ROOSEVELT AVENUE
PORT JEFFERSON STATION
NY 11776
United States
Operating Hours
9:OO AM TO 5:00 PM
Monday - Friday
Phone
631-331-1400

ReceiptFinancials

Total AUM
$232.1M
Accounts
496
Discretionary
$123.5M
Accounts
263
Non-Discretionary
$108.6M
Accounts
233

ContactClients

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Individual Clients
156
AUM
$189.9M
HNW Individual Clients
62
AUM
$41.9M
Pension/Profit Sharing Plan Clients
4
AUM
$264.9K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
ASSET ALLOCATION
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNCNJNY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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