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Timothy Gerard Looney

TIM LOONEY INVESTMENTS, LLC·LONGWOOD, Florida
Unclaimed Profile
2180 SR 434, LONGWOOD, FL 32779CRD# 1803045Firm CRD# 164413
01

About

Timothy Gerard Looney is a registered financial advisor based in LONGWOOD, Florida, affiliated with TIM LOONEY INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
TIM LOONEY INVESTMENTS, LLC
TIM LOONEY INVESTMENTS, LLC
AUM
$362M
Regulatory assets under management
Employees
4
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1803045
Firm CRD# 164413
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Timothy Gerard Looney offer?
Timothy Gerard Looney specializes in Financial Planning, Investment Management. Contact their office in LONGWOOD, Florida for a consultation.
What are Timothy Gerard Looney's credentials?
Timothy Gerard Looney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Gerard Looney located?
Timothy Gerard Looney is based in LONGWOOD, Florida, working with TIM LOONEY INVESTMENTS, LLC. Their office serves clients in the LONGWOOD metropolitan area and surrounding communities.
How does Timothy Gerard Looney charge for services?
Timothy Gerard Looney's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TIM LOONEY INVESTMENTS, LLC?
TIM LOONEY INVESTMENTS, LLC has approximately 4 employees and manages $362M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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