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PORTFOLIO TIMING SERVICE
PORTFOLIO TIMING SERVICE
PTS ASSET MANAGEMENT
NORTH HAVEN, Connecticut
·
2 registered advisors
·
CRD# 111047
SEC# 801-37540
0
203-234-9499
01
Firm Overview
AUM
$226M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at PORTFOLIO TIMING SERVICE
2 registered advisors
David G Luty
NORTH HAVEN, Connecticut
CRD# 6025143
William Frederick Wadsworth
NORTH HAVEN, Connecticut
CRD# 1987068
05
Office Locations
NORTH HAVEN, Connecticut
2 advisors
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Data sourced from SEC Form ADV filings. PORTFOLIO TIMING SERVICE (CRD# 111047) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.