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Building 2TIM LOONEY INVESTMENTS, LLC

Map pinLONGWOOD, FL
Phone407-331-6961
NotebookSEC #801-76731
Total AUM
$490.3M
Employees
4
Clients
505

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2180 SR 434
SUITE 6140
LONGWOOD
FL 32779
United States
Operating Hours
8:30 AM - 5 PM
Monday - Friday
Phone
407-331-6961

ReceiptFinancials

Total AUM
$490.3M
Accounts
1,255
Discretionary
$0
Accounts
0
Non-Discretionary
$490.3M
Accounts
1,255

ContactClients

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Individual Clients
381
AUM
$128.9M
HNW Individual Clients
123
AUM
$361.1M
Charitable Organization Clients
1
AUM
$217.5K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLGALANCNENJNYSCTNTXVA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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