TIMESCALE FINANCIAL, INC.

DANVERS, Massachusetts·4 registered advisors·CRD# 186511
SEC# 801-871681(978) 777-3116
01

Firm Overview

AUM
$717M
Regulatory assets under management
Employees
20
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TIMESCALE FINANCIAL, INC.

4 registered advisors
David Alexander Caruso
DANVERS, Massachusetts
James Frankel Horrocks
DANVERS, Massachusetts
Katelynn Julie Kendall
DANVERS, Massachusetts
Neil Joseph Tremblay
DANVERS, Massachusetts
05

Office Locations

DANVERS, Massachusetts
4 advisors

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Data sourced from SEC Form ADV filings. TIMESCALE FINANCIAL, INC. (CRD# 186511) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.