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Timothy John Mcgeeney

FINANCIAL ARCHITECTS INC·MARLTON, New Jersey
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525 ROUTE 73N, SUITE 312, MARLTON, NJ 08053CRD# 4109804Firm CRD# 105897
01

About

Timothy John Mcgeeney is a registered financial advisor based in MARLTON, New Jersey, affiliated with FINANCIAL ARCHITECTS 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
High Net Worth Individuals
03

Firm Overview

Firm
FINANCIAL ARCHITECTS INC
MEYER CAPITAL GROUP
AUM
$1.5B
Regulatory assets under management
Employees
18
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4109804
Firm CRD# 105897
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Timothy John Mcgeeney offer?
Timothy John Mcgeeney specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MARLTON, New Jersey for a consultation.
What are Timothy John Mcgeeney's credentials?
Timothy John Mcgeeney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy John Mcgeeney located?
Timothy John Mcgeeney is based in MARLTON, New Jersey, working with FINANCIAL ARCHITECTS INC. Their office serves clients in the MARLTON metropolitan area and surrounding communities.
How does Timothy John Mcgeeney charge for services?
Timothy John Mcgeeney'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 FINANCIAL ARCHITECTS INC?
FINANCIAL ARCHITECTS INC has approximately 18 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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