Adviser Profile
| As of Date | 01/08/2025 |
| Registration status | Registration Changed to WALLENDER, TIMOTHY JOSEPH |
| ADV Location | MANHATTAN BEACH, CA, United States |
| Contact Info | 310 xxxxxxx |
| Websites |
| AUM* | 114,880,000 16% |
| of that, discretionary | 114,880,000 16% |
| Number of Employees | 1 |
| of those in investment advisory functions | |
| Private Fund GAV* | 0 |
| Avg Account Size | 389,424 -11% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds