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Time Investments, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,000,000
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
5
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$400,000
About
Time Investments, LLC is a single-advisor independent investment adviser that provides personalized investment advisory and asset management services focused on federally insured credit unions and small-business 401(k) plans, while also offering consultation to senior officers and, occasionally, individuals. The firm bills on a percentage-of-assets basis and does not act as custodian; clients retain asset control through SEC- and FINRA-registered custodians or third-party administrators.
Advisory relationships are conducted on a non-discretionary basis: Time Investments prepares investment policy statements, recommends investment selections (often providing a list of mutual fund options for 401(k) plans), and consults with plan officers or individual clients who make the final decisions. Accounts are reviewed at least quarterly and as needed, using a mix of fundamental, technical, charting and cyclical analysis and third-party research resources such as Bloomberg and TDAmeritrade.
What is distinctive about the firm is its institutional orientation within a solo-practitioner model—current client relationships are reported as exclusively credit unions and 401(k) plans, a client mix that is uncommon among independent advisers and that entails coordination with TPAs and institutional custodians. The firm also manages assets on a primarily non-discretionary basis and does not vote client proxies, reflecting a consultative rather than delegated trading role.
Client services
Financial planning
Portfolio management
401k
Expertise
Retirement plans for business owners (SEP, solo 401k)
Occupation focus
Founder/Business Owner
Fee options
$0 - $2,000,000: 1.00% $2,000,000 - $5,000,000: 0.75% $5,000,000 - $10,000,000: 0.60% $10,000,000+: Negotiable
Client pays for time spent on investment advisory engagement if agreement is terminated early; no specific hourly rate stated
Main office location
Time Investments, LLC
Huntingdon Valley PA, United States
Number of offices
1
Most active in
Time Investments, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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