|
⚲
|
| Tim Looney Investments LLC
✚
|
|
|---|---|
| CRD # | 164413 |
| SEC # | 801-76731 |
| CIK # | |
| AUM | $362.3 MM (2024-03-07) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 407-331-6961 |
| Address | 2180 Sr 434 Longwood, FL 32779 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 316 | 115.9 |
| (b) Individuals (high net worth individuals) | 104 | 246.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,107 | 362.3 |
| By Discretionary | ||
| Discretionary | 1,107 | 362.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,107 | 362.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 362.3 | |
| Total | 1,107 | 362.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Truvestments Capital LLC
✚
|
FL | 0.4 |
|
Inlight Wealth Management LLC
✚
|
GA | 0.4 |
|
Pavion Blue Capital LLC
✚
|
CA | 0.4 |
|
Edge Financial Advisors LLC
✚
|
IL | 0.4 |
|
Strategic Asset Management Group Advisors Inc
✚
|
FL | 0.4 |
|
Tannin Capital LLC
✚
|
NC | 0.4 |
|
Centered Wealth LLC
✚
|
TX | 0.4 |
|
Access Financial Services Inc
✚
|
MN | 0.4 |
|
Objectivity Squared LLC
✚
|
SC | 0.4 |
|
Leslie Global Wealth LLC
✚
|
IL | 0.4 |