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Timothy Andrew Looney

WESTPORT RESOURCES MANAGEMENT INC·WESTPORT, Connecticut
Unclaimed Profile
315 POST ROAD WEST, WESTPORT, CT 06880CRD# 2727098Firm CRD# 105306
01

About

Timothy Andrew Looney is a registered financial advisor based in WESTPORT, Connecticut, affiliated with WESTPORT RESOURCES MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
WESTPORT RESOURCES MANAGEMENT INC
WESTPORT RESOURCES MANAGEMENT INC
AUM
$578M
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at WESTPORT RESOURCES MANAGEMENT INC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2727098
Firm CRD# 105306
2 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Timothy Andrew Looney offer?
Timothy Andrew Looney specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTPORT, Connecticut for a consultation.
What are Timothy Andrew Looney's credentials?
Timothy Andrew Looney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Andrew Looney located?
Timothy Andrew Looney is based in WESTPORT, Connecticut, working with WESTPORT RESOURCES MANAGEMENT INC. Their office serves clients in the WESTPORT metropolitan area and surrounding communities.
How does Timothy Andrew Looney charge for services?
Timothy Andrew Looney's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WESTPORT RESOURCES MANAGEMENT INC?
WESTPORT RESOURCES MANAGEMENT INC has approximately 19 employees and manages $578M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WESTPORT RESOURCES MANAGEMENT INC

Wesley Brimmer Tyler
WESTPORT, CT
Ashley Schexnaildre
WESTPORT, CT
John Adams Vaccaro
WESTPORT, CT
Jolyon Fox Stern
WESTPORT, CT
Joseph Anthony Tatusko
WESTPORT, CT
Cynthia Cobitt Vaccaro
WESTPORT, CT

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Research
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