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Home > Retirement Planners > florida > longwood > TIM LOONEY INVESTMENTS, LLC
TIM LOONEY INVESTMENTS, LLC
2180 Sr 434
Suite 6140
Longwood, Florida 32779
Tel: 407-331-6961
About TIM LOONEY INVESTMENTS, LLC
TIM LOONEY INVESTMENTS, LLC, formally registered with the SEC as TIM LOONEY INVESTMENTS, LLC. The firm was established in 06/08/2012. They have over 1 offices throughout the country.
TIM LOONEY INVESTMENTS, LLC is a Longwood, Florida based Financial Planning firm with nearly $426,683,246 assets under management, offering retirement planning & investment advisory services to 1305 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 164413 |
| SEC# | 801-76731 |
| Assets Managed by Firm | $426,683,246 |
| No. of Clients | 1305 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1305 | $426,683,246 |
| Individuals (other than high net worth individuals) | 336 | $108,343,716 |
| High net worth individuals | 116 | $318,130,030 |
| Charitable organizations | 1 | $209,500 |
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