TIMECAPITAL INVESTOR ADVISORY SERVICES INC

One Roosevelt Avenue
Port Jefferson Station, New York 11776
Tel: 631-331-1400

About TIMECAPITAL INVESTOR ADVISORY SERVICES INC

TIMECAPITAL INVESTOR ADVISORY SERVICES INC, formally registered with the SEC as TIMECAPITAL INVESTOR ADVISORY SERVICES INC. The firm was established in 07/29/1976. They have over 1 offices throughout the country.

TIMECAPITAL INVESTOR ADVISORY SERVICES INC is a Port Jefferson Station, New York based Financial Planning firm with nearly $240,900,957 assets under management, offering retirement planning & investment advisory services to 532 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105672
SEC#	801-11732
Assets Managed by Firm	$240,900,957
No. of Clients	532
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (ASSET ALLOCATION)

Firm Client Information

	No. of Clients	AUM
Firm Total	532	$240,900,957
Individuals (other than high net worth individuals)	154	$35,030,995
High net worth individuals	75	$202,660,435
Pension and profit sharing plans	9	$3,209,527

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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