PORTFOLIO TIMING SERVICE

PTS ASSET MANAGEMENT
NORTH HAVEN, Connecticut·2 registered advisors·CRD# 111047
SEC# 801-375400203-234-9499
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 ManagementWealth ManagementFee-Only Advisory
04

Advisors at PORTFOLIO TIMING SERVICE

2 registered advisors
David G Luty
NORTH HAVEN, Connecticut
William Frederick Wadsworth
NORTH HAVEN, Connecticut
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.