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Timothy Martin Loughlin

PHOENIX MERCHANT PARTNERS, LP·RYE, New York
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555 THEODORE FREMD AVENUE, RYE, NY 10580CRD# 2726307Firm CRD# 324381
01

About

Timothy Martin Loughlin is a registered financial advisor based in RYE, New York, affiliated with PHOENIX MERCHANT PARTNERS, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PHOENIX MERCHANT PARTNERS, LP
PHOENIX MERCHANT PARTNERS, LP
AUM
$997M
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at PHOENIX MERCHANT PARTNERS, LP →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2726307
Firm CRD# 324381
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Timothy Martin Loughlin offer?
Timothy Martin Loughlin specializes in Retirement Planning, Wealth Management. Contact their office in RYE, New York for a consultation.
What are Timothy Martin Loughlin's credentials?
Timothy Martin Loughlin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Martin Loughlin located?
Timothy Martin Loughlin is based in RYE, New York, working with PHOENIX MERCHANT PARTNERS, LP. Their office serves clients in the RYE metropolitan area and surrounding communities.
How does Timothy Martin Loughlin charge for services?
Timothy Martin Loughlin's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PHOENIX MERCHANT PARTNERS, LP?
PHOENIX MERCHANT PARTNERS, LP has approximately 17 employees and manages $997M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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