|
⚲
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| Wallender Timothy Joseph
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|
|
|---|---|
| CRD # | 138301 |
| SEC # | 801-131292 |
| CIK # | |
| AUM | $114.9 M (2025-05-28) |
| Employees | 1 (0% Investors, 0% Brokers) |
| Phone | 310-318-3255 |
| Address | 1129 Highland Ave 203 Manhattan Beach, CA 90266 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 295 | 114.9 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 295 | 114.9 |
| By Discretionary | ||
| Discretionary | 295 | 114.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 295 | 114.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 114.9 | |
| Total | 295 | 114.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
V M Manning & Co Inc
✚
|
SC | 0.1 |
|
Rittmann Capital Management Co
✚
|
CA | 0.1 |
|
Broussard Financial Group LLC
✚
|
LA | 0.1 |
|
J Mark Nickell & Co
✚
|
TN | 0.1 |
|
Financial Network Specialists LLC
✚
|
0.1 | |
|
Trust Beyond Corp
✚
|
0.1 | |
|
Allen Financial Management LLC
✚
|
MI | 0.1 |
|
Banta Asset Management LP
✚
|
CA | 0.1 |
|
Light Capital LLC
✚
|
CA | 0.1 |
|
KOON Financial Planning & Consulting LLC
✚
|
IN | 0.1 |