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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Tim Looney Investments LLC
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|---|---|
| CRD # | 164413 |
| SEC # | 801-76731 |
| CIK # | |
| AUM | $426.7 M (2025-02-07) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 407-331-6961 |
| Address | 2180 Sr 434 Longwood, FL 32779 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 336 | 108.3 |
| (b) Individuals (high net worth individuals) | 116 | 318.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,305 | 426.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 1,305 | 426.7 |
| Total | 1,305 | 426.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 426.7 | |
| Total | 1,305 | 426.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
John F Suby Wealth Management LLC
✚
|
WI | 0.4 |
|
Lisanti Capital Growth LLC
✚
|
NY | 0.4 |
|
Sarver Vrooman Wealth Advisors LLC
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|
MO | 0.4 |
|
Etesian Wealth Advisors Inc
✚
|
OR | 0.4 |
|
Onyx Financial Advisors LLC
✚
|
ID | 0.4 |
|
Graybill Wealth Management Ltd
✚
|
IL | 0.4 |
|
Monte Financial Group LLC
✚
|
CT | 0.4 |
|
Acorn Creek Capital LLC
✚
|
CO | 0.4 |
|
MKD Wealth Coaches LLC
✚
|
MI | 0.4 |
|
Maltin Wealth Management Inc
✚
|
0.4 |