Timecapital Investor Advisory Services Inc
Timecapital Investor Advisory Services Inc is an SEC-registered wealth manager in Port Jefferson Station, NY with $262.0M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Timecapital Investor Advisory Services Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 105672, SEC 801-11732, data through 2026-06-30.
- AUM (assets under management / regulatory AUM)
- $262.0M (2026-06-30)
- Firm type
- Wealth Manager
- Location
- Port Jefferson Station, NY
- Employees
- 2
- Clients
- 217
- CRD
- 105672
- Ownership
- HARRITON, JEFFREY, PHILIP; ROHMAN, RICHARD, GEORGE; ROHMAN, ALEX, JOHN
How much AUM does Timecapital Investor Advisory Services Inc have?
Timecapital Investor Advisory Services Inc reported $262.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-30).
Who owns Timecapital Investor Advisory Services Inc?
Disclosed owners and executives of Timecapital Investor Advisory Services Inc include HARRITON, JEFFREY, PHILIP, ROHMAN, RICHARD, GEORGE, ROHMAN, ALEX, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.